Plan representatives will be available for appointments with employees at the dates listed below. Unless other arrangements are made, appointments will be in Sutton Hall, Room G-6.
Detailed information on the Pennsylvania State System is available on the State System website.
Chad Firmstone from TIAA will be on campus for individual counseling:
To schedule an appointment with Firmstone, contact the TIAA scheduling center at 877-209-3136 or at 412-365-3012 or firstname.lastname@example.org.
George Maccarelli from Fidelity Investments will be on campus for individual counseling sessions:
To schedule an appointment with Maccarelli, call 800-642-7131 or register online.
John Hellgren from VALIC is available upon request for individual counseling. To schedule an appointment with Hellgren, contact him directly at 412-477-3410 or email@example.com.
Lance Mischen from SERS is scheduled to be on campus for individual counseling:
To schedule an appointment with Mischen, contact him directly at 800-633-5461, ext. 3205, or e-mail firstname.lastname@example.org.
SERS Guide for Retiring Members (Note: The REHP information in this handbook does not apply to Faculty, Coaches, Managers, OPEIU, SCUPA or SPFPA Employees considering retirement)
PSERS offers exit counseling to anyone retiring in the current academic year. Six to nine months prior to your date of retirement, contact your PSERS regional office to schedule a session. PSERS also recommends that you attend a Foundations for your Future Program prior to attending the Exit Counseling Session.
PSERS Guide for Retiring Members
Great West Retirement Services is now Empower Retirement. Nina Cowart is our Empower Retirement representative, and she is on campus for individual counseling meeting in room 415 Sutton on the following dates:
To schedule an appointment with Cowart, contact her directly at 814-482-0475 or e-mail email@example.com.
For more information on the 457 plan, go to the Deferred Compensation Program website.
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