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. All on-site visits will be placed in the Bulletin.

Corebridge Financial (formerly AIG)
Taylor Jaquays
315-922-2379
taylor.jaquays@aig.com

Fidelity
Bill Stark
716-270-7732
william.stark@fmr.com

NYS Deferred Compensation Plan
Gene Nescot
614-854-4364
gene.nescot@nationwide.com

TIAA
Rachel Fiedler CRPC®
518-786-5928
Rachel.fiedler@tiaa.org

Voya
Stephen P. Donella, Jr., CFP
315-682-3532
stephen.donellajr@voyafa.com

Depending on your age, you should contact your retirement advisor 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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