Financial Planning
Financial Planning
It is always good to be clear on your investment strategy. If you are a member of the Alternate Benefit Program (ABP), you are encouraged to schedule a one-on-one retirement and financial planning session with your ABP-designated service provider on an annual basis. These are representatives from the state-approved ABP financial institutions that have been specifically assigned to our campus to provide you with education and support.
We want to remind you that Kean’s official sources of information about employee retirement and financial planning may be found on the Human Resources webpages below:
NJFinLit- A Free Financial Wellness Platform
Additionally, members of PERS or PFRS may contact these providers with questions about the supplemental retirement savings plans or other related topics.
Please see additional information from the Office of Human Resources regarding email scams /phishing and your retirement accounts. For questions regarding your retirement plan benefits, please feel free to contact Diane Baldwin, Associate Director-Benefits, Office of Human Resources, dbaldwin@kean.edu or 908-737-3312.
Financial Representatives
No matter where you are in life — just getting started or planning for retirement in a few years — a session with a financial consultant can help you create a plan for your goals. These are free sessions you can book with your respective retirement provider to feel prepared for your financial future. We encourage you to meet with your provider once per year.
Alternate Benefits Program (ABP) Designated Service Providers
Corebridge Financial (Formerly AIG/ VALIC)
Mary Ann Bradford | maryann.bradford@corebridge.com | 732-832-5346
Nazma Begum | nazma.begum@corebridge.com | 201-273-8017
Customer Service: (800) 448-2542 (Group Number: 25602)
Click here to schedule a one on one meeting
Use registration code: 7269UNI11AA
Empower Retirement (Formerly Prudential)
Jordan Swartz | jordan.swartz@empower.com | 908-489-6672
Empower is offering one-on-one sessions via Zoom
Click here to schedule a one on one meeting
Empower Retirement (Formerly Mass Mutual)
Jason Condon (Representative) | jcondon@gittermanwealth.com | 848-248-4173
Yolanda Gonzalez (Coordinator) | ygonzelez@gittermanwealth.com | 848-248-4875
Participant Services (866) 816-4400
Equitable
Ryan Mickendrow | ryan.mickendrow@equitable.com | 732-983-1739
Met Life / Brighthouse
David Sharpe | dsharpe@financialguide.com | 973-575-3254
TIAA
Nancy Vandergoot | nancy.vandergoot@tiaa.org | 973-422-3731
Joseph Del Grande | Joe.DelGrande@tiaa.org | 201-498-8306
Click here to schedule a one on one meeting
VOYA Financial
Frank Booth | frank.booth@voyafa.com | 732-326-5628
Financial Tools & Resources
Kean University employees are encouraged to take advantage of financial educational resources available from our state-approved ABP financial institutions.
Corebridge Financial
Corebridge: Financial Wellness Webinar Series
Corebridge Financial Retirement Planning Resources and Tools
Corebridge Financial - Remaining Calm and Focused in Volatile Times
Empower Retirement (formerly Prudential)
Join Empower virtually for a series of live webinars offered to State employees enrolled in the New Jersey State Employees Deferred Compensation Plan, or employees who are interested in joining; these are published monthly to the NJDPB Website*
*Please note that these sessions are not meant for questions about the State pension plans. Pension counseling appointments can be scheduled via the “Services” dropdown on the NJDPB website
Empower (Formerly Prudential) NJ Accounts
Empower Retirement (formerly Mass Mutual)
Empower Retirement (formerly Mass Mutual) NJ Accounts
Equitable
Equitable Retirement Calculator
Equitable Financial Fundamentals Resources
Equitable Resource Highlight: Life Planning
MetLife / Brighthouse
Brighthouse: 5 Questions to Ask a Financial Professional Learn the right questions to ask your ABP approved representative to enhance your financial well-being
Brighthouse Highlight: Retirement Lifestyle
TIAA
TIAA's Quarterly Economic and Market Update
TIAA Financial Essentials Tools
TIAA Retirement Calculators & Financial Tools
TIAA Webinar Highlight: Planning for Life Milestones From marriage to the loss of a loved one, ensure you're prepared for steps in your life’s journey.
TIAA Webinar Highlight: Take Control of your Financial Life - Save Money & Manage Debt Uncover how to set goals, balance your budget and use debt wisely.
VOYA Financial
VOYA Learn: Live and On-Demand Sessions
VOYA: Navigating Market Volatility 101*
VOYA Resource Highlight: Weathering the Storm
VOYA Resource Highlight: Feeling Safe May be Risky
*If you have concerns about market volatility and your retirement accounts, the best course of action may be communicating with your representative from the state-approved ABP financial institutions that have been specifically assigned to our campus to provide you with education and support.