Retirement Counseling Schedule

  • Plan representatives will be available for appointments with employees at the dates listed below. Unless otherwise noted, appointments will be in Sutton Hall, Room G-6.

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

    TIAA

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

    • Wednesday, August 9, 2017
    • Tuesday, September 26, 2017
    • Wednesday, October 11, 2017
    • Tuesday, November 7, 2017
    • Friday, December 1, 2017

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

    Fidelity Investments

    George Maccarelli from Fidelity Investments will be on campus for individual counseling sessions:

    • Thursday, August 24, 2017
    • Wednesday, September 6, 2017: Individual Counseling Session in 314-A Sutton and
      "Get Started and Save for the Future You" workshop in the Knowlton Room at the HUB from 12:00 to 1:00 p.m.
    • Friday, October 13, 2017
    • Monday, October 23, 2017
    • Wednesday, November 8, 2017
    • Tuesday, November 21, 2017, 2017
    • Monday, December 18, 2017

    To schedule an appointment with Maccarelli, call 800-642-7131 or register online.

    VALIC

    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 john.hellgren@valic.com or you can attend one of his workshops:

    • "Social Security and Your Retirement"
      Wednesday, September 13, 12:00–1:00 p.m. in the Allegheny Room at the HUB.
    • "Your Retirement Plan at Work" 
      Wednesday, October 11, 2017, 12:00–1:00 p.m. in the Allegheny Room at the HUB.
    • "Your Life in Retirement"
      Wednesday, November 8, 2017, 12:00–1:00 p.m. in 101 Stabley Library.

    State Employees’ Retirement System (SERS)

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

    • Wednesday, August 2, 2017
    • Wednesday, September 6, 2017 
      NOTE THE DATE HAS BEEN CHANGED TO SEPT. 8
    • Wednesday, October 4, 2017
    • Wednesday, November 1, 2017
    • Wednesday, December 6, 2017

    To schedule an appointment with 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

    Empower Retirement (formerly Great West Retirement Services) Deferred Compensation Plan (457)

    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 314-A   Sutton on all of the following dates:

    • Monday, August 14, 2017
    • Wednesday, September 20, 2017
    • Wednesday, October 18, 2017
    • Wednesday, November 15, 2017
    • Wednesday, December 20, 2017

    To schedule an appointment with Cowart, contact her directly at 814-482-0475 or e-mail nina.cowart@empower-retirement.com

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