SUNY Retirement Plans

The information provided below will assist you with retirement plan options available to SUNY Geneseo employees. For new employees, your selection of a retirement system is an important decision, so please review your options very carefully. Once your election is made, you will generally not be allowed to change retirement systems, unless you have a change in your employment title making you eligible for a different retirement system for the first time and you opt to change to that system within 30 days of your eligible appointment.

For current employees, investment provider contact information and managing accounts in Retirement@Work are helpful in making sure you are on target with retirement savings. 

Retirement Plans Overview & Eligibility

It is important to note that membership in a retirement system may not otherwise be changed or withdrawn during your current or any subsequent employment with any SUNY or community college campus.

Retirement Plan Options & Eligibility 

Retirement Program Brochure for New Faculty and Staff   

Retirement Comparison Chart

SUNY Optional Retirement Plan Information

SUNY Optional Retirement Program (SUNY ORP) Summary Plan Description 

SUNY ORP - Choosing Your Investments

NEW - Quick Reference Guide on Managing your Account in Retirement@Work

SUNY Defined Benefit Plan Information

New York State and Local Retirement System Employees Retirement System (ERS) Tier 6

Teachers' Retirement System - Teachers' Retirement System (TRS) Active Members Handbook

New York State and Local Retirement System - Police and Fire Retirement System 

New Employee - How to Enroll in a Retirement Program

Once you have carefully reviewed your options, your first step is to register with Retirement@Work and elect your retirement program and provide your retirement system history.

Step 1: Register with Retirement@Work - First-time Users Guide

All SUNY Geneseo NEW employees must use Retirement@Work to select a retirement plan within 30 days of their hire date. Retirement Election is a 2-step process: 

Step 2: Elect your retirement plan by registering and electing a retirement program at Retirement@Work
Retirement at Work Employee Quick Reference Guide

Step 3: Complete your retirement plan election by completing the enrollment process required by the plan you selected. 

  • If you selected a Defined Pension Plan (NYSLRS, TRS or PFRS) based on your eligibility, you will need to complete the required paper application. 

ERS Tier VI Membership Application     

TRS Tier VI Membership Application‌   

PFRS Tier VI Membership Application 

  • If you selected the SUNY Optional Retirement Plan (ORP) based upon your eligibility, you will need to complete an online enrollment process with the investment provider you selected. 

SUNY Investment Providers: 

VOYA:  Gary & Matt Witten - 716-626-3928/ molly@teamifs.com  
Online Enrollment Application: https://suny.beready2retire.com/

VALIC:  Robert Leombruno - 518-783-6464/ Robert.Leombruno@valic.com
Online Enrollment Application: www.valic.com/suny

FIDELITY:  Brent Peterson - 716-364-6795/ Brent.Peterson@fmr.com
Online Enrollment Application: https://nb.fidelity.com/public/nb/suny/home

TIAA (formerly TIAA-CREF):  Michael Spogli - 585-246-4631/ Michael.spogli@tiaa.org
Online Enrollment Application: https://www.tiaa.org/public/tcm/suny

Current Employee - How to Register/Manage Accounts in a Retirement@Work

How to register with Retirement@Work -  First-time Users Guide

Manage accounts - Participant Guide

New & Current Employee - SUNY Voluntary Savings Program

New Employee - How to Enroll in the SUNY Voluntary Savings Program

Current Employee - Manage your SUNY Tax-Deferred Annuity 

Plan Information: