Here, you'll find a list of trusted companies and agents approved to offer voluntary retirement savings plans to our faculty and staff. Whether you're looking to make pre-tax or after-tax contributions, these vendors provide various options to help you maximize your retirement savings and achieve your financial goals. Explore the available plans and plan for a secure and fulfilling retirement today.
The names of companies approved to sell VRSPs to University of Iowa eligible employees are as follows. Below, you will find the company's name and a list of agents and their phone numbers.
- Ameriprise Financial
- Ameritas
- Fidelity Investments
- Pacific Life
- TIAA
- Voya Realiastar
The list of agents has been updated as of 5/7/2025. If you know of any corrections or updates, please contact University Benefits at benefits@uiowa.edu.
Approved Companies and Agents
Ameriprise Financial
| Name | Phone Number | |
|---|---|---|
Basecamp Financial Planners
| 319-268-4334 | stephanie.l.arensdorf@ampf.com |
| Blessing, Michael | 563-344-9535 | michael.s.blessing@ampf.com |
| Glaw, Todd A. | 319-268-4310 | todd.a.glaw@ampf.com |
| Inman, Devon | 319-337-9620 | devon.inman@ampf.com |
| Leibfried, Scott | 563-556-7132 or 800-247-1773 | scott.g.leibfried@ampf.com |
| Rindels, Rob | 319-337-9620 | robert.j.rindels@ampf.com |
| Shelman, Brad | 319-337-9620 | bradley.l.shelman@ampf.com |
| Shelman, Bryce | 319-337-9620 | bryce.shelman@ampf.com |
Wealth Partners
| Office: 319-337-2263 |
Ameritas
| Name | Phone Number | |
|---|---|---|
| Castle, Kevin | 319-248-1673 | kevin@castlefinancialservicesinc.com |
| Jackman, Jacqueline | 319-631-0758 | jackiejkj9@aol.com |
| Miller, Merle | 319-354-6506 | merlem@hawkeyebrokerage.com |
| Robinson, Bob | 319-626-3575 | bobr@hjrfinancial.com |
Fidelity Investments (plan #08147)
Fidelity Plan # 08147
| Name | Phone Number | Notes | |
|---|---|---|---|
| Cronick, Jason | 402-682-1653 | jason.cronick@fmr.com | Open Your Accout |
| Robinson, Bob | 319-626-3575 | bobr@hjrfinancial.com |
Pacific Life
| Name | Phone Number | |
|---|---|---|
| Adamson, Craig | 319-373-4124 | craig.adamson@truewealthstewardship.com |
| Cecil, Andrew | 319-325-3831 | andrew.cecil@berthelrep.com |
| Haluska, Adam | 319-338-3799 | adam.haluska@wellsfargoadvisors.com |
| Margolin, Ben | 319-331-8953 | ben.margolin@nm.com (not taking new customers) |
| Wehrheim, Eugene | 319-294-3131 | ewehrheim@nationsfg.com |
| Yearian, Cory | 319-344-4456 | cyearian@sierraridgewealth.com |
TIAA
| Name | Phone Number | |
|---|---|---|
| Hagen, Mark | 319-356-8007 | MHagen@tiaa.org |
| Webb, Cindy | 319-356-8037 | Cindy.Webb@tiaa.org |
Voya Reliastar
| Name | Phone Number | |
|---|---|---|
| Kelso, Brian | 319-656-3330 | advisors@financialconcepstllc.net |
| Sullivan, Timothy | 319-656-3330 | tim.sullivan@financialconceptsllc.net |
| Vosler, N. Barry | 563-659-5139 | barry.vosler@lpl.com |