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
315-922-2379
taylor.jaquays@aig.com

Fidelity
Kenneth Woods
315-916-8354

kenneth.woods@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

Courtenay Donella-Sheley
315-682-3957
courtenay.tresco@voyafa.com

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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