Investment and financial advising resources during COVID-19 pandemic
The Office of Human Resources, Diversity & Inclusion is working with SUNY retirement plan providers to continue to serve faculty and staff with needed advising and other services.
Faculty and staff can use this link to access an overview of resources available now from TIAA, AIG, Fidelity and Voya, including info about educational webinars and instructions for how to set up a free, one-on-one consultation to speak with an advisor.
Financial advisors have provided the following schedules of availability for one-on-one consultations:
TIAA
Steven Baumeister is available to discuss topics including mixing investments to meet your goals, saving enough to create sufficient retirement income, and how to take income from your account once you stop working.
Register for a free phone session at www.TIAA.org/schedulenow at the following dates and times:
- May 6, 2020, 9:30 a.m. – 3:30 p.m.
- May 20, 2020, 9 a.m. – 5 p.m.
- June 3, 2020, 9 a.m. – 5 p.m.
- June 17, 2020, 9 a.m. – 5 p.m.
This material is for informational or educational purposes only and does not constitute investment advice under ERISA. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.
AIG (VALIC Financial Advisors)
Jeff McTiernan is available to discuss the market, review your retirement account, discuss retirement planning and provide assistance signing up for the voluntary 403b and/or the ROTH 403b.
Multiple free phone sessions are available now through May 8. Use this link to view the full schedule and sign up.