Start of main content

Personal assistance

Your plan offers a wide range of resources, no matter where you are on your journey.

When it comes to planning for your financial future, you don’t have to go it alone.

We want you to feel comfortable and confident saving for retirement. After all, this is your financial future we’re talking about. No one knows better than you the importance of making sure your savings is always working as hard as it can.

At any time, you can meet with a professional retirement counselor who can provide one-on-one assistance. Choose the counselor that is located in your region.

Brian FicekRetirement Counselor

Phone: (802) 222-1798
Schedule an appointment opens in new window

Counties: Chittenden, Lamoille, Franklin, Grand Isle

School systems: Burlington School District, Westford School District, Chittenden East supervisory unit, Lamoille North Unified supervisory unit, Lamoille South supervisory unit, Maple Run Unified School District, Grand Isle supervisory unit, Milton Town School District

Susan KibbeRetirement Counselor

Phone: (802) 391-7229
Schedule an appointment opens in new window

Counties: Bennington, Windham, Windsor, Rutland

School systems: Patricia A. Hannaford Career Center, Greater Rutland County supervisory unit, Rutland Northeast supervisory unit, Two Rivers supervisory unit, Windham Southeast supervisory unit, Windsor Central Modified supervisory unit

Gilles OwenRetirement Counselor

Phone: (802) 622-4240
Schedule an appointment opens in new window

Counties: Orange and Addison, Washington (excluding Montpelier and Berlin)

School systems: Mt. Abraham United School District, Addison Northwest Unified School District, Champlain Valley School District, Colchester School District, South Burlington School District, Washington Northeast supervisory unit, Harwood Unified Union School District, Winooski School District

Ronald (Chip) SanvilleRetirement Counselor

Phone: (802) 274-0172
Schedule an appointment opens in new window

Counties: Orleans, Essex, Caledonia, Washington (Montpelier and Berlin only)

School systems: Kingdom East supervisory unit, Caledonia Central supervisory unit, Essex North supervisory unit, Franklin Northeast supervisory unit, North Country supervisory unit, Orleans Central supervisory unit, Orleans Southwest supervisory unit

Your Retirement Plans Resources & Quick Actions

View Documents

Get all plan communications, forms and documents here.

Go to documents

Get In Touch

Get contact info for your plan counselors and administrators.

View contacts

Sign Up For Online Access

Register to review your account details and investments.

Create an online account

Log In To Your Account

View account details, customized planning tools and more.

Log in to your account