Retirement Counseling Schedule

  • Plan representatives will be available for appointments with employees by phone or email.

    Detailed information on the Pennsylvania State System is available on the State System website.

    TIAA

    Chad Firmstone from TIAA is available for counseling sessions or answering questions by phone or email.

    To schedule an appointment with Firmstone, contact the TIAA scheduling center at 877-209-3136 or at 412-365-3012 or cfirmstone@tiaa-cref.org.  

    Fidelity Investments

    George Maccarelli from Fidelity Investments is available for counseling sessions or answering questions by phone or email.

    To schedule an appointment, call 800-642-7131 or email george.maccarelli@fmr.com.

    State Employees’ Retirement System (SERS)

    Heidi Hughes from SERS is available for counseling sessions or answering questions by phone or email. 

    Heidi services other state agencies so the appointments are on a first-come, first-served basis. Please contact her directly at 800-633-5461, ext. 3205, or by email at heihughes@pa.gov.

    SERS Guide for Retiring Members
    (Note: The REHP information in this handbook does not apply to faculty, coaches, managers, OPEIU, SCUPA, or SPFPA employees considering retirement.)

    Public School Employees’ Retirement System (PSERS)

    Anyone planning on retiring in the current academic year should review the information on the PSERS Retirement Planning website first. Six to nine months prior to your date of retirement, contact your PSERS regional office to schedule a session. PSERS also recommends that you attend a Foundations for your Future Program prior to attending the Exit Counseling Session.

    Empower Retirement Deferred Compensation Plan (457)

    The Empower Retirement representative is Shawn Amblod. He is available for individual counseling sessions by phone or email.

    Shawn services other state agencies so the appointments are on a first-come, first-served basis.

    To schedule a time with Shawn or to get information, contact him directly at 814-661-8810 or email shawn.amblod@empower-retirement.com.

    For more information on the 457 plan, go to the Deferred Compensation Program website.