Retirement Counseling Schedule

Plan representatives will be available for appointments with employees by phone or email.

Detailed information on the Pennsylvania State System is available on the State System website.

TIAA

Chad Firmstone from TIAAis available for counseling sessions or answering questions by phone or email.

To schedule an appointment, contact the TIAA scheduling center at 877-209-3136 or at 412-365-3012 or CFirmstone@tiaa.org.

Fidelity Investments

George Maccarelli from Fidelity Investments is is available for counseling sessions or answering questions by phone, 1-800-642-7131, or email george.maccarelli@fmr.com.

Employees interested in a one to one virtual or phone meeting with George, please follow these simple steps:

  1. Navigate to the Fidelty scheduling site.
  2. Click on "Schedule a time to meet".
  3. Enter the employer, "Pennsylvania State System of Higher Education"
  4. Choose the type of appointment, "Virtual" or "Phone".
  5. Choose the date and time that works best for you.

 

State Employees' Retirement System (SERS)

Heidi Barnett from SERS is available for counseling sessions or answering questions by phone or email.

Heidi services other state agencies so the appointments are on a first-come, first-served basis. Please contact her directly at 800-633-5461, ext. 3205, or by email at hbarnett@pa.gov.

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)

Anyone planning on retiring in the current academic year should review the information on the PSERS Retirement Planning website first. 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.

Empower Retirement Deferred Compensation Plan (457)

The Empower Retirement representative is Shawn Amblod. He is available for individual counseling sessions by phone or email.

Shawn services other state agencies so the appointments are on a first-come, first-served basis.