Benefits

UHD financial advisors available for virtual meetings

It’s important that retirement investors don’t lose sight of their long-term goals. Financial Advisors for UHD’s 403b can help employees stay focused, stay invested and prepare for their future.

Financial Advisors are available for virtual meetings. These personalized meetings are a great opportunity for new and seasoned employees to:

  • Open new accounts
  • Enroll in the 403b
  • Review their accounts including contribution amounts and investment options
  • Rollover previous employer retirement or IRA accounts
  • Advise on retirement strategies and planning
  • Check their beneficiaries

For more information or to schedule an appointment, please see below.

AIG (Valic)

713-254-4228 or joshua.levy@aig.com

713-569-9049 or cynthia.brumfield@valic.com

VOYA

713-881-8743 or https://bredawnr.timetap.com/

TIAA

800-732-8353 or https://shared.tiaa.org/public/publictools/events/meetingatworkplace

Fidelity

800-381-5710 or https://digital.fidelity.com/prgw/digital/wos/

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