NYS Deferred Comp
Brad Harte, a representative from the NYS Deferred Comp plan, will be on campus on Friday, Oct. 12 from 11 a.m. - 2 p.m. in Raymond Hall, Human Resources, room 219. Please follow the link below to schedule an appointment with him. If you have any difficulty with the link, you may contact Brad directly at harteb@nationwide.com. If the appointments fill up, he is willing to add more, therefore, please let me know. http://sunypotsdam.myretirementappt.com/
Financial & Retirement
VALIC
In an effort to provide you with tools to better prepare to meet your financial and retirement goals, a financial advisor from VALIC will be onsite to address any questions you may have regarding:
- Planning, budgeting and meeting your savings goals
- Managing your investments
- Calculating contributions to meet your retirement needs
If you have never met with a VALIC advisor, here is your opportunity to get acquainted and get help planning for a more secure financial future.
Tuesday, Nov. 13
Monday, Dec. 17
Time: 10 a.m. - 4 p.m.
Click here to schedule an appointment or contact Sales Assistant Stephanie Day at 315.422.5088 or email Stephanie.Day@valic.com
Mark Nardella, MBA, CFP®, VALIC Senior Financial Advisor
(315) 530.7458, (518) 783.6464, Mark.Nardella@valic.com.
TIAA
Michael Lamy, a representative from TIAA, will be on campus on the following dates:
Wednesday, Oct. 17, Raymond Hall - HR Conference Room
Thursday, Oct. 18, Raymond Hall - HR Conference Room
Tuesday, Oct. 30, Raymond Hall - 5th Floor
Tuesday, Nov. 20, Raymond Hall - HR Conference Room
Schedule online: Meet @ Potsdam (Please note: Online scheduling is disabled 24 hours prior to the meeting date, please call our Scheduling Group to register for a meeting.) or schedule by phone: 1-800-732-8353
Campus Announcements