Retirement Education & Strategies

(Please note: benefits, vendors and resources are provided by New York State or SUNY System Administration or as negotiated with a union. SUNY Oneonta presents what is available and each employee needs to decide for themselves which resources may be best suited for their needs.)

Whether you are 20-something or 80-something or anywhere in between, please reach out to our SUNY approved retirement vendor financial consultants for guidance to save for retirement. Their on-campus visits have been cancelled during the pandemic; however, they are all still available to respond to your phone calls and emails. Their contact information is shown below so please reach out to them.

AIG (formerly VALIC)
Taylor Jaquays

Bill Stark

NYS Deferred Compensation Plan
Gene Nescot

Rachel Fiedler CRPC®

Stephen P. Donella, Jr., CFP

Depending on your age, you should contact Human Resources for guidance about saving for retirement, approximately, as follows:

  • Less than age 50: every 5 years
  • Age 50 – 55: every 1 – 3 years
  • Age 55 - 60: every 1 – 2 years
  • Age 60+: every 1 year

Go to Financial Education & Planning Tools on SUNY's Benefits webpage for a list of easily accessible resources.

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