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 from TIAA-CREF will be on campus for individual counseling:
To schedule an appointment with Mr. Firmstone contact him directly at (412) 365-3012 or email@example.com, or contact the TIAA-CREF scheduling center at (877) 209-3136.
Lifetime Retirement Income Options for IUP Employees Considering Retirement
Effective February 1, 2015, George Maccarelli will be IUP's retirement counselor for Fidelity Investments. Mr. Maccarelli will be on campus for individual counseling sessions:
To schedule an appointment with Mr. Maccarelli, call (800) 642-7131 or register online at getguidance.fidelity.com.
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 firstname.lastname@example.org
Lance Mischen from SERS is scheduled to be on campus for individual counseling:
To schedule an appointment with Mr. Mischen, contact him directly at (800) 633-5461, ext. 3205, or e-mail email@example.com.
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
For more information on the 457 plan, go to the Deferred Compensation Program website.
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