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Human Resources | Benefits | UTSA Financial Planning

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Providers Lincoln Financial Group VALIC Retirement Program TIAA CREF Financial Services VOYA Financial Fidelity Investments

Retirement Provider Schedule

Provider
Date
Time
Location
How to schedule an appointment?
FIDELITY INVESTMENTS

March 2, 2018 (John)

April 18, 2018 (Dena)

June 1, 2018 (Dena)

 

11:00a.m.- 3:00p.m.

8:00a.m. - 1:00p.m.

8:00a.m. - 1:00p.m.

HR – NPB Rm 4.102B

 

To schedule an appointment
Contact: 800-642-7131 John Harris

Contact: 800-642-7131 Dena Yebernetsky

GetGuidance.Fidelity.com

LINCOLN FINANCIAL GROUP

 

 

 

 

To schedule an appointment:
Contact: 512-891-9565
Charles Davenport

Charles.Davenport@lfg.com
TIAA-CREF

February 27, 2018

March 30, 2018


8:00a.m. – 5:00p.m.

8:00a.m. – 5:00p.m.

HR– NPB Rm 4.102B

To schedule an appointment:
Contact: 800-732-8353
James Douglas "Doug" Johnson

VALIC

February 21, 2018

March 21, 2018

9:00a.m. – 4:00p.m.

9:00a.m. – 4:00p.m.

HR– NPB Rm 4.102B

To schedule an appointment:
Contact: 281-299-7367
Jayson Wagner

jayson.wagner@valic.com

VOYA

February 22, 2018

March 7, 2018

March 28, 2018

April 12, 2018

April 12, 2018

April 19, 2018

April 19, 2018

April 26, 2018

May 10, 2018

May 24, 2018

June 7, 2018

June 21, 2018

 

8:00am – 12:00pm

1:00pm – 5:00pm

8:00am – 12:00pm

8:00a.m. – 12:00p.m.

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m.

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m.

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m.

1:00p.m. – 5:00p.m.

8:00a.m. – 12:00p.m.

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

Downtown   DB 2.208

Downtown   DB 2.208

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

HR– NPB Rm 4.102B

 

To schedule an appointment:
Contact: 773-456-4144
TJ Dubeansky

TJ.Dubeansky@voyafa.com

Please continue to visit this site for future opportunities.

 

 *If you are an approved UT System retirement provider and would like to reserve an office for one on one appointments, please complete the Conference Room Request Form and email it to benefits@utsa.edu.

 

Updated: February 19, 2018