UT Arlington Retirement Planning Appointments

Employee Benefits Services partners with UT System approved retirement providers to offer office visits or on-site appointments in the Office of Human Resources. Feel free to contact approved retirement representatives to set up individual appointments at your convenience. More information about the University’s retirement plans is available on the UT System Retirement website.

All appointments should be scheduled directly with the provider by calling or emailing. Appointments can be conveniently scheduled in your office or in the Human Resources’ office located in the Wetsel Service Center, Room 212.

To schedule an appointment with Valic Retirement, please contact: Steve Williams - (972) 383-7200 steve_williams@valic.com or Joseph Williams - (972) 896-0174 joseph.williams@valic.com.


To schedule an appointment with Fidelity, please contact: Anthony Palasota (214) 701-1020 anthony.palasota@fmr.com.


To schedule an appointment with ING, please contact: Jud Arrington (972) 643-6342 judson@arringtonfinancial.com or Brett Phillips (972) 643-6332 brett.phillips@ingfp.com.


To schedule an appointment with Lincoln Financial, please contact: Bill Porterfield (817) 442-4352 william.porterfield@lfg.com.



To schedule an appointment with TIAA-CREF, please contact: Joy Doss, (469) 207-4263  jdoss@tiaa-cref.org