Skip to Content
California State University, Long BeachCalifornia State University, Long Beach

Fund Sponsor Representatives

Provided below is the current schedule for on-campus individual counseling sessions with the 403(b) vendors. You may contact the representative directly to schedule a meeting. Consultations are by appointment only; no drop-ins accepted. All meetings with the Fidelity representative will be located in the Library- room 211, within the Benefits Services Conference room.

FIDELITY

Employees may either contact the representative directly to schedule an appointment, or use the link below to schedule an appointment online.

Contact

Ashley Bolton
(949) 537-4847
ashley.bolton@fmr.com

Please use the following phone number or website to schedule a consultation.
Call: (800) 642-7131
Website: Fidelity Consultations & Workshops ( getguidance.fidelity.com )

Legacy Fund Sponsors

METLIFE

Please contact the representative directly to schedule an appointment.

Contact

Jacqueline Goodreau
(310) 628-8957
jgoodreau@metlife.com


TIAA/CREF

Employees may either contact the representative directly or schedule an appointment online. (Tuesdays)

Contact

Heath Polzer
(626) 432-6365 (office)
hpolzer@tiaa-cref.org


VALIC

Please contact the representative directly to schedule an appointment.

Contact

Carol Peppler
(310) 595-6962
carol.peppler@valic.com


Voya Retirement Life & Annuity (formerly ING)

Please contact the representative directly to schedule an appointment.

Contact

Ryan Mayer
(323) 666-3961
mayer@Voyafa.com