Below is a list of workshops, events, and individual counseling sessions to sign up for, regarding retirement programs offered to OSU employees.

New Employee Benefits Orientation

Dates for 2009 benefits orientations are posted. To view the schedule, check out the New Employee Benefits Orientation Schedule.

Fidelity

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

TIAA-CREF

To make an appointment with Shane Roghaar, call 866.928.4221 ext 47-2601 or visit

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PERS Workshops

To register for the above PERS Workshops click here.

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.

Oregon Savings Growth Plan Workshops

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

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Financial Workshops

How Much Should I Save for Retirement, presented by Oregon Savings Growth Plan

OSU Training Days: November 11, 2009, LaSells Stewart, Two Sessions 10 am- 11 am or 11am – Noon

Are you as prepared as you could be for the day you retire? This workshop is designed to let people know how much they need to save to replace their income in retirement. Topics include, How much money will you need, how much money do you need to save, investment concepts, calculating your savings goal. Information is applicable to employees in both the PERS and ORP (Optional Retirement Program) pension programs, as well as those that are not in a pension eligible position.

Register here.

Investing for Life’s Goals, presented by TIAA-CREF

OSU Training Days: November 11, 2009, LaSells Stewart, 1 pm – 2pm

Review the basic concepts and strategies that employees should grasp in order to make reasonable investment decisions. Topics include: How to define your goals and time horizon, understanding risk and return trade-off, diversification across different asset classes, the importance of watching expenses, case studies of typical investor strategies.

Register here.