On-Site Retirement Provider Appointments

Human Resource Services (HRS) is partnering with currently approved retirement providers to offer on-site appointments in the HRS office. The schedules below indicate the dates each provider is available for appointments to discuss the various investment options available for the Optional Retirement Program (ORP) and the supplemental retirement plans, the UTSaver Tax-Sheltered Annuity (TSA) and the UTSaver Deferred Compensation Plan (DCP). More information about the university's retirement plans is available from the Benefit Services Retirement Web site.

All appointments should be scheduled directly with the provider by calling or e-mailing. Appointments are located on the 2nd floor of North Office Building A (NOA). Please enter suite 2.200 and check in at the reception desk upon arrival.

AIG Valic

October 17, 2007
November 7, 2007
November 28, 2007
December 19, 2007
January 23, 2008
February 13, 2008
March 5, 2008
March 26, 2008
April 16, 2008
May 7, 2008

To schedule an appointment with AIG VALIC, please contact:
Shawn Wickersham
512-231-0225
Shawn_wickersham@aigvalic.com

Fidelity Investments

October 16, 2007
November 27, 2007
December 18, 2007
January 22, 2008
March 4, 2008
March 25, 2008
April 15, 2008
May 6, 2008

To schedule an appointment with Fidelity, please call:
800-642-7131
or visit www.fidelity.com/ut

October 10, 2007
October 31, 2007
November 21, 2007
December 12, 2007
January 16, 2008
February 6, 2008
February 27, 2008
March 19, 2008
April 9, 2008
April 30, 2008

To schedule an appointment with ING, please contact:
Glen Ellis
512-300-2322
glen.ellis@ingfa.com

Lincoln Financial Group

October 9, 2007
October 30, 2007
November 20, 2007
December 11, 2007
January 15, 2008
February 5, 2008
February 26, 2008
March 18, 2008
April 8, 2008
April 29, 2008

To schedule an appointment with Lincoln, please contact:
Roland Tarry
512-301-2290
roland.tarry@lfg.com

MetLife Resources: Get Met. It Pays

October 3, 2007
October 24, 2007
November 14, 2007
December 5, 2007
January 9, 2008
January 30, 2008
February 20, 2008
March 12, 2008
April 2, 2008
April 23, 2008

To schedule an appointment with MetLife, please contact:
Joni Berardino
512-482-9027
jberardino@metlife.com

TIAA-CREF

October 2, 2007
October 23, 2007
November 13, 2007
December 4, 2007
January 8, 2008
January 29, 2008
February 19, 2008
March 11, 2008
April 1, 2008
April 22, 2008

To schedule a counseling appointment with TIAA-CREF, please call:
Kathy Clark (TIAA-CREF Austin Office)
512-795-7014
Please request the UT Austin NOA location.

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