Phased Retirement Program
Phased Retirement Program Information
Phased Retirement Program Request Form
As of March 1, 2024, SUNY Fredonia has adopted the SUNY Phased Retirement Program for UUP and M/C employees.
The Phased Retirement Program allows for those with a retirement-date in mind to request a "phased" approach to retirement to gradually reduce their appointment percentage (schedule/obligation), with a corresponding reduction in pay prior to their retirement date.
We encourage those interested in such a program to read through the program document first, as it may answer many questions you might have about procedure and expectations. There is also a corresponding application form.
Please ensure you have discussed the proposal with your supervisor(s) prior to submitting your retirement letter.
Once you've reviewed all this material, if you still have questions or wish to discuss further, please make an appointment with Human Resources.
No, this is not a paid retirement incentive program. Rather, this program allows for pre-planning your retirement around a date-certain, with some reduction in your schedule during that interim period to allow you some flexibility as you transition into retirement.
You must be retirement-eligible at the time you apply to participate in the program.
You will need to contact your retirement provider at the number below:
ERS - 1-866-805-0990
TRS- 1-800-348-7298
PFRS- 1-866-805-0990
Corebridge Financial -1-603-594-8340
Fidelity- 1-844-367-7869
TIAA- 1-866-662-7945
Voya- 1-800-584-6001
You must have at least 10 years of benefits eligible State service. You must satisfy the minimum requirements for retiring as a member of a retirement system. You must be enrolled in NYSHIP. If you have additional questions about whether you meet these requirements, please contact Human Resources at 716-673-3434.
Yes, you will need to plan ahead if you wish to apply to this program. Applications are due from your department head at least three (3) months prior to the proposed start date of the agreement.
Agreement to these proposals is discretionary and must be ultimately approved by the President. You may wish to discuss your request with your supervisor before you submit your request and retirement letter through the approval process.
No, participation in this program does not impact your seniority.
No, participation in this program will keep you in a benefits eligible position. Please review all of the requirement for retiree health insurance in the 2023 NYSHIP General Information Booklet to make sure you are eligible.