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Retirement Provider Appointments at Human Resources

Human Resources (HR) is partnering with the currently approved retirement providers to offer appointments in the HR 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 voluntary retirement programs, the UTSaver TSA 403(b) and the UTSaver DCP 457(b). More information about the university's retirement programs is available on the HR Retirement Options Web page.

All appointments should be scheduled directly with the provider and information about how to schedule the appointments is included below. 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.

Fidelity Investments

  • September 17, 2013
  • September 18, 2013
  • October 22, 2013
  • October 23, 2013
  • December 3, 2013
  • December 4, 2013
  • January 28, 2014
  • January 29, 2014
  • March 4, 2014
  • March 5, 2014
  • April 8, 2014
  • April 9, 2014

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

ING

  • September 24, 2013
  • September 25, 2013
  • October 29, 2013
  • October 30, 2013
  • December 10, 2013
  • December 11, 2013
  • February 4, 2014
  • February 5, 2014
  • March 11, 2014
  • March 12, 2014
  • April 15, 2014
  • April 16, 2014
To schedule an appointment with ING, please contact:
Steve Griffiths
512-794-1354

Lincoln Financial Group

  • October 1, 2013
  • October 2, 2013
  • November 18, 2013
  • November 22, 2013
  • January 7, 2014
  • January 8, 2014
  • February 11, 2014
  • February 12, 2014
  • March 18, 2014
  • March 19, 2014
  • April 22, 2014
  • April 23, 2014
To schedule an appointment with Lincoln, please contact:
Charles Davenport
512-891-9565

 

ING

  • October 8, 2013
  • October 9, 2013
  • November 12, 2013
  • November 13, 2013
  • January 9, 2014
  • January 10, 2014
  • February 18, 2014
  • February 19, 2014
  • March 25, 2014
  • March 26, 2014
  • April 29, 2014
  • April 30, 2014

To schedule an appointment with TIAA-CREF, please contact:

Kari Stafford
512-795-7036

Please request the NOA location.

VALIC logo

 

 

  • October 15, 2013
  • October 16, 2013
  • November 19, 2013
  • November 20, 2013
  • January 21, 2014
  • January 22, 2014
  • February 25, 2014
  • February 26, 2014
  • April 1, 2014
  • April 2, 2014
  • May 6, 2014
  • May 7, 2014

To schedule an appointment with VALIC, please contact:
Shawn Wickersham
512-231-0225