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. The schedules below indicate the dates each provider is available for in-house appointments to discuss the various investment options available for the Optional Retirement Program (ORP) and the voluntary retirement plans: the UTSaver Tax-Sheltered Annuity (TSA), Roth 403b and the UTSaver Deferred Compensation Plan (DCP). 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.
| Sept 03 |
1:00-4:00 |
Oct 08 |
1:00-4:00 |
Nov 05 |
1:00-4:00 |
| Dec 03 |
1:00-4:00 |
Jan 07 |
1:00-4:00 |
Feb 04 |
1:00-4:00 |
| Mar 04 |
1:00-4:00 |
Apr 08 |
1:00-4:00 |
May 06 |
1:00-4:00 |
To schedule an appointment with Valic Retirement, please contact: Steve Williams - (972) 383-7200
steve_williams@valic.com.
| Sept 02 |
10:00-1:00 |
Oct 07 |
10:00-1:00 |
Nov 04 |
10:00-1:00 |
| Dec 02 |
10:00-1:00 |
Jan 06 |
10:00-1:00 |
Feb 03 |
10:00-1:00 |
| Mar 03 |
10:00-1:00 |
Apr 07 |
10:00-1:00 |
May 05 |
10:00-1:00 |
To schedule an appointment with Fidelity, please contact: Brian Baker (469) 323-2004
brian.baker@fmr.com.
| Sept 09 |
10:00-1:00 |
Oct 14 |
10:00-1:00 |
Nov 11 |
10:00-1:00 |
| Dec 09 |
10:00-1:00 |
Jan 13 |
10:00-1:00 |
Feb 10 |
10:00-1:00 |
| Mar 10 |
10:00-1:00 |
Apr 14 |
10:00-1:00 |
May 12 |
10:00-1:00 |
To schedule an appointment with ING, please contact: Jud Arrington (972) 643-6342
judson@arringtonfinancial.com.
| Sept 11 |
1:00-4:00 |
Oct 16 |
1:00-4:00 |
Nov 06 |
1:00-4:00 |
| Dec 04 |
1:00-4:00 |
Jan 15 |
1:00-4:00 |
Feb 12 |
1:00-4:00 |
| Mar 05 |
1:00-4:00 |
Apr 16 |
1:00-4:00 |
May 14 |
1:00-4:00 |
To schedule an appointment with Lincoln Financial, please contact: Bill Porterfield (817) 442-4352
william.porterfield@lfg.com.
| Sept 16 |
9:00-1:00 |
Oct 21 |
9:00-1:00 |
Nov 18 |
9:00-1:00 |
| Dec 16 |
9:00-1:00 |
Jan 20 |
9:00-1:00 |
Feb 17 |
9:00-1:00 |
| Mar 17 |
9:00-1:00 |
Apr 21 |
9:00-1:00 |
May 19 |
9:00-1:00 |
To schedule an appointment with MetLife Resources, please contact: Greg Jones (214) 535-3917
gjones5@metlife.com.
| Sept 18 |
1:00-4:00 |
Oct 23 |
1:00-4:00 |
Nov 13 |
1:00-4:00 |
| Dec 11 |
1:00-4:00 |
Jan 22 |
1:00-4:00 |
Feb 19 |
1:00-4:00 |
| Mar 12 |
1:00-4:00 |
Apr 23 |
1:00-4:00 |
May 21 |
1:00-4:00 |
To schedule an appointment with TIAA-CREF, please contact: Michael Vestal, (214) 626-8325
mvestal@tiaa-cref.org
