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.

three people sitting around table with a screen in the background

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

NamePhone NumberEmail

Basecamp Financial Planners

  • Arensdorf, Stephanie
319-268-4334stephanie.l.arensdorf@ampf.com
Blessing, Michael(563) 344-9535michael.s.blessing@ampf.com
Dombroski, Michael(319) 337-8295michael.c.dombroski@ampf.com
Evanovich, Joe(563) 344-9535joseph.2.evanovich@ampf.com
Evanovich, Zach(563) 557-7965zachary.n.evanovich@ampf.com
Glaw, Todd A.(319) 268-4310todd.a.glaw@ampf.com
Inman, Devon319-337-9620devon.inman@ampf.com
Leibfried, Scott(563) 556-7132 or (800) 247-1773scott.g.leibfried@ampf.com
Rindels, Rob(319) 337-9620robert.j.rindels@ampf.com
Shelman, Brad(319) 337-9620bradley.l.shelman@ampf.com
Shelman, Bryce(319) 337-9620bryce.shelman@ampf.com

Wealth Partners

  • Adam, Kael
  • Baldes, Brad
  • Kout, Bruce
  • Leyden, Chris
  • Prottsman, Luke
Office: 319-337-2263

Ameritas

NamePhone NumberEmail
Castle, Kevin319-248-1673kevin@castlefinancialservicesinc.com
Jackman, Jacqueline319-631-0758jackiejkj9@aol.com
Miller, Merle319-354-6506merlem@hawkeyebrokerage.com
Robinson, Bob319-626-3575bobr@hjrfinancial.com

Fidelity Investments (plan #08147)

Fidelity Plan # 08147

NamePhone NumberEmailNotes
Cronick, Jason402-682-1653jason.cronick@fmr.comOpen Your Accout
Robinson, Bob319-626-3575bobr@hjrfinancial.com 

Pacific Life

NamePhone NumberEmail
Adamson, Craig(319) 373-4124craig.adamson@truewealthstewardship.com
Cecil, Andrew319-325-3831andrew.cecil@berthelrep.com 
Haluska, Adam319-338-3799adam.haluska@wellsfargoadvisors.com
Margolin, Ben319-331-8953ben.margolin@nm.com (not taking new customers)
Wehrheim, Eugene319-294-3131ewehrheim@nationsfg.com 
Yearian, Cory319-344-4456cyearian@sierraridgewealth.com

TIAA

NamePhone NumberEmail
Hagen, Mark319-356-8007MHagen@tiaa.org
Webb, Cindy319-356-8037Cindy.Webb@tiaa.org

Voya Reliastar

NamePhone NumberEmail
Kelso, Brian319-656-3330advisors@financialconcepstllc.net
Sullivan, Timothy319-656-3330tim.sullivan@financialconceptsllc.net
Vosler, N. Barry563-659-5139barry.vosler@lpl.com

University Benefits

Phone
Address

120 University Services Building
1 W. Prentiss Street
Iowa City, IA 52242
United States