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.
Chad Firmstone is the new TIAA-CREF representative at IUP and he will be on campus for individual counseling sessions:
- Wednesday, May 8, 2013
- Friday, May 10, 2013
- Tuesday, May 28, 2013
To schedule an appointment with Mr. Firmstone contact him directly at (412) 803-6912 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
F.L. Geary from Fidelity Investments will meet with you at your convenience for individual counseling sessions.
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
Gregory Jacobs from ING can schedule individual counseling appointments.
To schedule an appointment with Mr. Jacobs, contact him directly at (412) 967-2608 or gregory.jacobs@ingfa.com
Lifetime Retirement Income Options for IUP Employees Considering Retirement
John Hellgren from VALIC can schedule individual counseling appointments.
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
Lance Mischen from SERS will be on campus for individual appointments on the following dates:
- Wednesday, April 10, 2013
- Wednesday, May 1, 2013
- Thursday, May 23, 2013
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)
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
Bill Poletti from Great West, the Commonwealth's Deferred Compensation Carrier, will be on campus for individual appointments:
- Wednesday, April 17, 2013
- Wednesday, May 15, 2013
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.
