Need help planning for a secure retirement? Whether you are just starting to save or transitioning to retirement, there is help to provide solutions throughout each phase of your financial cycle. Sessions will be available on October 15 and 16 from 9 a.m. to 4:30 p.m. in the University Readiness Center, Room 219.
Jonathan Roberts, our USC Upstate approved South Carolina Optional Retirement Plan provider and 403b Supplement Plan provider with VALIC Financial Advisors, will be available to assist new and existing faculty and staff members with the South Carolina Optional Retirement Plans, 403b supplement plans, Asset Allocations, Financial Planning, contribution planning, and account reviews.
Additional Services include: SC Pension, TERI planning, Investment Accounts, IRAs, Life and Long-term Care Planning, Tax saving strategies, College Savings, and Brokerage accounts
To schedule an alternate appointment please call or email: Jonathan Roberts, FA, 800-892-5558 ext. 87554 or Jonathan.firstname.lastname@example.org