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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 101.

FIDELITY INVESTMENTS
Brian Baker, Workplace Planning & Guidance Consultant
One Destiny Way WA2I
Westlake, Texas  76262
(800) 300-1706
brian.baker@fmr.com
Product Overview

 

  Miguel Salazar, Workplace Planning & Guidance Consultant
One Destiny Way WB10
Westlake, Texas  76262
(866) 581-1147 
miguel.salazar@fmr.com
Product Overview

 

VOYA
Jud Arrington, Financial Planner
14643 Dallas Parkway, Suite 650
Dallas, Texas 75254
(972) 643-6342; (800) 714-3931 ext 4006342
judson@arringtonfinancial.com
Product Overview
 
Brett Phillips, Registered Representative
15455 Dallas Parkway #1250;
Addison, Texas 75001
(972) 643-6332; (469) 374-0758
brett.phillips@voyafa.com
Product Overview

 

LINCOLN FINANCIAL ADVISORS CORP
Bill Porterfield, Financial Planner
62 Main Street, Suite 110
Colleyville, Texas 76034
(817) 442-4352; fax: (817) 442-4138
william.porterfield@lfg.com
Product Overview
 
TIAA-CREF
  Joy Doss, Financial Consultant
2850 Lake Vista Drive, Suite 200;
Lewisville, Texas 75067
(972) 745-9867; (800) 842-2006 ext.219867
jdoss@tiaa-cref.org
Product Overview

 

AIG Retirement Services
Ava Overman, Financial Advisor
(720) 275-5529
ava.overman@valic.com
Product Overview