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Division of Human Resources

Financial and Retirement Counseling

UofSC faculty and staff have access to financial consultants and retirement specialist as well as many educational resources and other free or low-cost services.  

One-On-One Counseling 

The following vendors will be on campus offering free one-on-one counseling sessions to their members. Schedule an appointment today to ensure you are ready for your future retirement.

Schedule an appointment to meet with a TIAA-CREF consultant to discuss your personal financial situation on a confidential basis. These knowledgeable consultants help State Optional Retirement Program (State ORP) and 403b plan members:

  • Simplify their finances through consolidating their assets
  • Find the right allocation mix
  • Develop an investment strategy
  • Understand investment choices available to them
  • Learn about TIAA-CREF retirement income flexibility
  • Find out what they need to do to prepare for retirement

Dates:
January 8, 9, 13, 14, and 15, 2020
February 3, 4, 10, 11 and 12
March 2, 3, 18 and 19
April 1, 2, 15, 16 and 17 (*Apil 17th after 10 a.m.)
May 4, 5, 11, and 12
June 1, 2, 15, 16 and 17
July 1, 2, 13, 14 and 15
August 3, 4, 10, 11 and 12
September 1, 2, 14, 15  and 16
October 1, 5, 12, 13 and 14
November 2, 3, 16, 17 and 18
December 1, 2, 14, 15 and 16

Call 800-732-8353 to schedule your appointment. Appointments are available from 9 a.m. to 5 p.m. (unless noted otherwise above) in the Benefits Office, located at 1600 Hampton Street, Suite 801.

Lynn Carney, MassMutual's retirement education specialist, is available to meet with employees who participate in the MassMutual State Optional Retirement Program (State ORP) or 403b plan. Schedule an appointment to review your account and ask questions about allocating assets, adding and changing beneficiaries, navigating the MassMutual website and much more. 

Dates:
January 29 and 30, 2020
February 5 and 13
March 4 and 16
April 8 and 14
May 6 and 14
June 3 and 18 
July 8 and 16
August 5 and 20
September 9 and 17
October 7 and 15
November 4 and 19
December 9 and 17

Call Lynn Carney at 843-856-5552 or email lcarney@financialguide.com. Appointments are available from 9:30 a.m. to 4 p.m. in the Benefits Office, located at 1600 Hampton Street, Suite 801.

Employees who participate in the South Carolina Deferred Compensation Program’s (SCDCP) 401K or 457 plans, may schedule an appointment to meet with Paul Manville, Empower Retirement’s specialists. Paul will provide you with analysis to help you determine how much you will need to retire, what your distribution options are, how long your savings will last, and if your investment choices meet your goals.

Dates:
January 21, 2020
February 18
March 17
April 21
May 19
June 23
July 21
August 18
September 22
October 20
November 24

Call Paul Manville at 803-638-1454 or email paul.manville@empower-retirement.com to schedule an appointment. Appointments are available from 9:30 a.m. to 4 p.m. in the Benefits Office, located at 1600 Hampton Street, Suite 801.


Tools and Resources 

The following resources will help you make the right investment choices to meet your financial goals.

The South Carolina Public Employee Benefit Authority (PEBA) has a variety of information and educational resources to help you prepare for retirement. 

Resources include a retirement awareness education series, pre-recorded webinars designed specifically for early-and mid-career employees and retirement benefits videos.  

The university’s Employee Assistance Program (EAP) provides support to our employees through counseling, legal access services, financial services and more.

Employees have access to counselors 24 hours a day, 365 days a year by calling 1-800-633-3353 or through unlimited website access (username: USC/password: guest).

Our personal development classes cover a variety of health and wellness topics which help improve all aspects of your life. We have many classes specifically tailored to help improve your financial well-being. To learn more, visit the Personal Development Classes section of our site, or browse our calendar or class list by subject.  

The Social Security Administration (SSA) has many resources available to help you prepare for retirement and disability. 


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