TIAA
Michael Spogli is available for individual teleconference consultations with faculty and staff via telephone or Zoom videoconference. Sign up online or e-mail Michael Spogli or call 585-246-4631.
Deferred Compensation
Mark Wallace is available to meet with you over the phone to help with anything related to your New York State Deferred Compensation Plan Account, including:
To schedule an appointment, call Mark Wallace at 716-903-7253 or 614-854-4397.
To participate in a NYS Deferred Comp online workshop of your choice, enroll here.
Fidelity
William Stark will be on campus for individual consultations with faculty and staff on the following days:
Date / Location:
TBA
Appointments are required. Appointments are between 8:30 a.m. and 5 p.m. To schedule an appointment, visit http://getguidance.fidelity.com/ or call 1-844-367-7869.
AIG (VALIC)
Joshua Maida will be on campus for individual consultations with faculty and staff on the following days:
Date / Location:
TBA
Appointments are required. All appointments are between 10 a.m. and 3 p.m. To schedule an appointment, visit https://my.valic.com/seminarregistration/availableseminars.aspx?csr=WgpwB8uK5/Bi9XWeta20BDDTdl1SWEdLxWBwlKCfTTA= and use the following code: 5557BUF11AD.
You may also contact Joshua Maida at 716-261-5755 or e-mail.
VOYA
To schedule an appointment for an individual consultation, please call 716-626-3928 or e-mail Molly@TeamIFS.com.
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