Captrust Financial Solutions
State Mandatory Retirement Plans
Approved Providers for SUSORP
(State University System Optional Retirement Plan)
Corebridge (Previously AIG)
FGCU Financial Advisor - Steven Meinbresse: (239) 284-7857Email
SUSORP account setup prior to 2015
Customer Service Number: (800) 448-2542VISIT WEBSITE
SUSORP account setup after 2015
Customer Service Number: (800) 987-1143VISIT WEBSITE
TIAA
FGCU Financial Consultant - Kimya Kamran: (813) 632-5140 EMAILbook a virtual meeting
FGCU Financial Consultant - Courtenay Lavigne: (574) 401-6406 EMAIL
Manage Your Account: (800) 842-2252VISIT Website
Schedule an Investment Session: (800) 732-8353
online enrollment access code - 406809
Approved Provider for University Voluntary 403(b) and Roth 403(b)
TIAA
FGCU Financial Consultant - Kimya Kamran: (813) 632-5140 EMAILbook a virtual meeting
FGCU Financial Consultant - Courtenay Lavigne: (574) 401-6406 EMAIL
Manage Your Account: (800) 842-2252
Schedule an Investment Session: (800) 732-8353
Legacy Providers for University 403(b)
Corebridge (Previously AIG)
FGCU Financial Advisor - Steven Meinbresse: (239) 284-7857EMAIL
Customer Service Number: (800) 448-2542
Approved Provider for Voluntary 457 Deferred Compensation Plan
Corebridge (Previously AIG)
Andrew Jimenez: (786) 774-1645EMAIL
VOYA
Stacey Sherbinsky: (954) 486-2236 EMAIL
Nationwide Retirement Solutions
Dan Harris: (863) 670-5227 EMAIL
