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Have questions about retirement?

If you have questions about the benefits of a retirement plan, or need help creating a financial plan or choosing investments, AIG Retirement Services and TIAA can help provide answers

Published May 24th, 2021

If you have questions about the benefits of a retirement plan, or need help creating a financial plan or choosing investments, AIG Retirement Services and TIAA can help provide answers.

AIG

AIG Retirement Service financial representatives are able to meet with employees regarding their retirement plan by phone, FaceTime or WebEx. David Walker, Certified Financial Planning Advisor, will provide these services to our employees. Schedule a virtual meeting to discuss:

  • The benefits of enrolling in a retirement plan
  • Creating a financial plan designed with your goals in mind
  • Information and guidance based on your own personal needs and situation You can go online to schedule a virtual or phone appointment, or you can email david.walker1@aig.com.

TIAA

TIAA can provide assistance with:

  • Enrolling or choosing investments in your retirement plan
  • Consolidating your previous employer retirement plans or IRAs
  • Holistic retirement planning

Follow the steps listed below to schedule an appointment, or directly email your dedicated financial consultant.

Go to: TIAA.org/southalabama

Scroll down on the page until you see the yellow button that says “SCHEDULE NOW.”

Click “SCHEDULE NOW.”

You will be taken to a page that shows a calendar with open appointments for all USA entities. Be sure you are on the “At Your Workplace” tab, which provides dedicated appointment times for USA employees.

Select the month, and then select the appointment date and time. You will be required to provide additional information. It’s just that easy!

You also can reach out to our dedicated TIAA financial consultant(s) via email to schedule a time that works better for you. Contact Jared Gilbert at jared.gilbert@tiaa.org or Brad Propst at rpropst@tiaa.org.

As always, if you need immediate assistance for questions about your account, transactions or the TIAA.org website, call the National Contact Center at 800-842-2252, weekdays, 7 a.m. to 9 p.m. (CST).

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