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Retirement Provider Appointments at Human Resources

Human Resources (HR) is partnering with the currently approved retirement providers to offer appointments in the HR office. The schedules below indicate the dates each provider is available for appointments to discuss the various investment options available for the Optional Retirement Program (ORP) and the voluntary retirement programs, the UTSaver TSA 403(b) and the UTSaver DCP 457(b). More information about the university's retirement programs is available on the HR Retirement Options webpage.

All appointments should be scheduled directly with the provider and information about how to schedule the appointments is included below. Appointments are located on the 2nd floor of North Office Building A (NOA). Please enter suite 2.200 and check in at the reception desk upon arrival.

Fidelity Investments

  • September 14, 2015
  • September 18, 2015
  • October 21, 2015
  • October 22, 2015
  • December 3, 2015
  • January 27, 2016
  • January 28, 2016
  • March 3, 2016
  • March 4, 2016
  • April 7, 2016
  • April 8, 2016
  • May 9, 2016
  • May 10, 2016
  • June 9, 2016
  • June 10, 2016
  • July 11, 2016
  • July 12, 2016
  • August 11, 2016
  • August 12, 2016

To schedule an appointment with Fidelity, please contact:

John Harris
512-318-9556 or 800-343-0860

Voya Financial logo

  • September 23, 2015
  • September 24, 2015
  • October 28, 2015
  • October 29, 2015
  • December 9, 2015
  • December 10, 2015
  • February 3, 2016
  • February 4, 2016
  • March 10, 2016
  • March 11, 2016
  • April 14, 2016
  • April 15, 2016
  • May 16, 2016
  • May 17, 2016
  • June 16, 2016
  • June 17, 2016
  • July 14, 2016
  • July 15, 2016
  • August 18, 2016
  • August 19, 2016

To schedule an appointment with Voya, please contact:
Will Cornforth
512-300-2322

Lincoln Financial Group

  • September 30, 2015
  • October 1, 2015
  • November 16, 2015
  • November 20, 2015
  • January 6, 2016
  • January 7, 2016
  • February 17, 2016
  • February 18, 2016
  • March 17, 2016
  • March 18, 2016
  • April 21, 2016
  • April 22, 2016
  • May 19, 2016
  • May 20, 2016
  • June 20, 2016
  • June 21, 2016
  • July 21, 2016
  • July 22, 2016
  • August 22, 2016
  • August 23, 2016

To schedule an appointment with Lincoln, please contact:
Charles Davenport
512-891-9565 or 866-248-6391

 

ING

  • October 7, 2015
  • October 8, 2015
  • November 12, 2015
  • November 13, 2015
  • January 7, 2016
  • January 8, 2016
  • February 10, 2016
  • February 11, 2016
  • March 24, 2016
  • March 25, 2016
  • April 28, 2016
  • April 29, 2016
  • May 24, 2016
  • May 25, 2016
  • June 23, 2016
  • June 24, 2016
  • July 28, 2016
  • July 29, 2016
  • August 25, 2016
  • August 26, 2016

To schedule an appointment with TIAA-CREF, please contact:

Chad Wood
512-795-7023 or
866-842-2952 x 257023

Please request the NOA location.

VALIC logo

  • October 14, 2015
  • October 15, 2015
  • November 18, 2015
  • November 19, 2015
  • January 20, 2016
  • January 21, 2016
  • February 24, 2016
  • February 25, 2016
  • March 31, 2016
  • April 1, 2016
  • May 5, 2016
  • May 6, 2016
  • June 2, 2016
  • June 3, 2016
  • July 7, 2016
  • July 8, 2016
  • August 4, 2016
  • August 5, 2016

To schedule an appointment with VALIC, please contact:
Shawn Wickersham
512-231-0225