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Retirement Counseling Schedule

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-8.

Detailed information on the PASSHE Retirement Program is available on the PASSHE website.

TIAA-CREF

Chad Firmstone from TIAA-CREF will be on campus for individual counseling:

  • Wednesday, September 3, 2014
  • Friday, September 26, 2014
  • Thursday, October 9, 2014
  • Wednesday, October 29, 2014
  • Thursday, November 13, 2014

To schedule an appointment with Mr. Firmstone contact him directly at (412) 365-3012 or cfirmstone@tiaa-cref.org, or contact the TIAA-CREF scheduling center at (877) 209-3136.

Lifetime Retirement Income Options for IUP Employees Considering Retirement

Fidelity Investments

F.L. Geary from Fidelity Investments will be on campus for individual counseling:

  • Tuesday, September 30, 2014
  • Tuesday, October 28, 2014
  • Friday, November 11, 2014

To schedule an appointment with Mr. Geary, contact Fidelity at (800) 642-7131, visit Fidelity Reservations, or e-mail F.L. directly at francis.geary@fmr.com.

Lifetime Retirement Income Options for IUP Employees Considering Retirement

VALIC

John Hellgren from VALIC is available upon request for individual counseling. To schedule an appointment with Mr. Hellgren, contact him directly at (412) 477-3410 or john.hellgren@valic.com

Lifetime Retirement Income Options for IUP Employees Considering Retirement

State Employees’ Retirement System (SERS)

Lance Mischen from SERS is scheduled to be on campus for individual counseling:  

  • Wednesday, October 1, 2014
  • Wednesday, November 5, 2014
  • Wednesday, December 3, 2014

To schedule an appointment with Mr. Mischen, contact him directly at (800) 633-5461, ext. 3205, or e-mail lmischen@state.pa.us.

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)

Public School Employees’ Retirement System (PSERS)

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 - Deferred Compensation Plan (457)

Bill Poletti from Great West, the Commonwealth's Deferred Compensation Carrier, is scheduled to be on campus for individual appointments:

  • Wednesday, September 17, 2014
  • Wednesday, October 15, 2014
  • Wednesday, November 19. 2014
  • Wednesday, December 17, 2014

To schedule an appointment with Mr. Poletti, contact him directly at (866) 737-7457 (press 2, ext. 62230) or william.poletti@gwrs.com.

For more information on the 457 plan, go to the Deferred Compensation Program website.

  • Human Resources Office
  • Sutton Hall, Room G8
    1011 South Drive
    Indiana, PA 15705
  • Phone: 724-357-2431
  • Fax: 724-357-2685
  • Office Hours
  • Monday through Friday
  • 8:00 a.m.–4:30 p.m.