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Financial Management & Education Center
Savings and Retirement Options
 

Financial Management & Education Center

To provide faculty, staff, and retirees the financial advising, counseling, planning, and educational resources throughout their careers and into retirement to help ensure they are fully knowledgeable about their benefits and financially prepared for retirement; and to continue providing retirees financial and estate planning/wealth management guidance and support.

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    Insurance Options

In addition to five UGA consultants, our three providers for the Optional Retirement Plan, 403b, and 457b tax deferred savings plans are now more accessible to faculty, staff, and retirees.

Read more about UGA tax deferred savings plans.

VALIC, Fidelity, and TIAA-CREF representatives are available for counseling appointments during regular HR business hours to provide:

  • Estate planning & wealth management services
  • Retirement planning services
  • Educational services
  • Financial planning services

To schedule appointments with representatives of the companies listed at right, or UGA benefits counselors, please call 706-542-7359.

November 19, 2009

 

Counseling & educational opportunities

To schedule appointments with representatives of the approved companies listed below, or UGA benefits counselors, please call 706-542-7359.

  • VALIC
  • Fidelity Investments
  • TIAA-CREF
  • Lincoln Financial

or use the other contact information:

1-TIAA-CREF/UGA
(ORP choice + 403b and 457b)

(800) 842-2003 ext. 263517

2-Fidelity Investments/UGA
(ORP choice + 403b and 457b)

General information:
800-343-0860
Jeff Juday (770) 655-1025

3-VALIC/UGA
(ORP choice + 403b and 457b)

Bob Inwright:
706-424-2673
Chris Scarborough:
706-424-2693

4-Lincoln Financial Group/UGA
(403b and 457b only)
(Cannon Financial Strategists)

Jeff Young, (706) 548-3422


Contact TRS:
Teachers Retirement System (TRS)

 

Schedule an appointment to speak with a UGA benefits counselor:


Benefits office hours:
Monday-Friday
8:00am-5:00pm

215 South Jackson St.
Athens, GA 30602-4135
benefits @uga.edu
(706) 542-2222

 
   
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