Below is a list of workshops and individual counseling sessions to sign up for, regarding retirement programs offered to OSU employees.
Fidelity
Date
Location
May 7, 2008
MU JPLC Talisman
May 15, 2008
MU JPLC Talisman
May 20, 2008
MU 110
June 5, 2008
MU 112 M.L.K.
June 11, 2008
MU JPLC Talisman
June 19, 2008
MU JPLC Talisman
Offers complimentary confidential consultations and workshops that can help you find the answers to your most important retirement questions; does my retirement portfolio have the right mix of investments, am I saving enough to retire when and how I want, or will I have enough money to last throughout my retirement? To register for a workshop or for more information about Fidelity, please check out the
For more information or to register for other dates and locations held throughout Oregon, check out the
Early Career is for Tier Two & Oregon Public Service Retirement Plan (OPSRP) members. Topics covered include PERS Tier Two membership details and benefits, OPSRP overview (for members hired on or after August 29, 2003), OPSRP membership details and benefits and the Individual Account Program.
1 Year to Retirement is for members within one year of retirement. Topics to be covered are Individual Account Program, retirement eligibility, calculating the retirement benefit, review of benefit estimate, retirement option choices, variable account after retirement, work after retirement limitations, health insurance, cost-of-living adjustments, taxes and review of retirement application forms.
5 Years to Retirement is for members within five years of retirement. Topics covered include Individual Account Program, regular and variable accounts, retirement benefit information and work after retirement limitations.
Individual Counseling - Retirement Application Assistance (in person) is for those looking for an individual consultation with a PERS representative. Individual help with your retirement application forms. Must be completed within 90 days of retirement.
Retirement Application Assistance (online training) is for those retiring within the year, this hour-long internet based session provides an overview of the PERS service retirement application forms and the Individual Account Program retirement application forms.
The session provides details on which forms are required and the appropriate way to fill out all the required forms.
Wealth Builder describes what the OSGP is, how it works and why it is a valuable tool to use to accumulate dollars for retirement. The seminar discusses benefits of tax-deferred investing, OSGP investment options and enrollment information.
Planning & Investing helps participants calculate long-term savings goals, review the nine investment options, and create personal investment strategies.
The Retirement Seminar is for participants within five years of retirement or who have severed employment and includes the catch-up provision, pay-out options, IRS requirements and the impact of new tax laws upon retirees, time frames, and forms completion.
For more information or to register for locations held throughout Oregon, check out the
TIAA-CREF
Presentation and Time One-on-One Counseling Session with Shane Rogharr.
Available for appointments from 8 am to 5 pm. To make an appointment, go to
Date
Location
May 6, 2008
MU 110
May 7, 2008
MU 110
May 8, 2008
MU 110
June 3, 2008
MU 110
June 4, 2008
MU 110
June 5, 2008
MU 110
This event is intended for those interested in TDI:tiaa-cref or ORP:tiaa-cref and their options with TIAA-CREF for the Oregon University System retirement plans.
For more information or to register for locations held throughout Oregon, check out the
