Retirement Education Sessions
TIAA-CREF
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TIAA-CREF will be on campus March 18th - 20th for one-on-one counseling. RSVP today as space is limited. Register at www.TIAA.org/schedulenow to meet at work or call 800-732-8353, weekdays, 8 a.m. to 8 p.m. (ET).
No matter where you are in life—just getting started or planning for retirement—a session with Rebecca Rohleder, one of our TIAA-CREF representatives, can help you create a unique plan for your goals. And, it’s at no additional cost as a part of your retirement plan. You’ll get answers to these questions and more:
- Am I invested in the right mix of investments to help meet my goals?
- Am I saving enough to create the retirement income I need?
- How do I take income from my retirement account once I stop working?
- How do I plan for short-term goals such as saving for a house or education expenses?
- How do I manage debt, save money and balance various financial priorities at the same time?
TIAA-CREF campus meetings are a great opportunity to ask questions and get FREE feedback about retirement and your future financial goals. This is a great benefit offered just for being a TIAA-CREF member, as these are typically expensive services, making it great cost savings! |
Fidelity
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Fidelity has no Winter term plans for one-on-one counseling. Planed meeting times require an RSVP, as space is limited. Register at Fidelity's Oregon universities website.
An in-person consultation with a Fidelity Retirement Planner provides you:
- Help with maximizing your retirement savings and other financial goals.
- Face-to-face planning from a seasoned investment professional - at no additional cost.
- A convenient time and location to meet - right at work.
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PERS Tier 1 and Tier 2 - Retirement Readiness
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[Registration Required] For Tier One and Tier Two members within three years of retirement.
Topics for the first two hours:
- Individual Account Program (IAP)
- Online Member Services
- Retirement eligibility
- Calculating the retirement benefit
- Review of benefit estimate
- Retirement option choices
- Health insurance
- Cost-of-living adjustments
- Taxes
- Review of retirement application forms
Followed by one hour of the following topics:
- Coordinating PERS benefits with other income sources
- Income and distribution planning
- Investment strategies for retirement
- Planning for changing income and expense needs
- Social Security and Medicare
- Risk management
No PERS retirement forms review with these sessions.
The next PERS Retirement Readiness for Tier 1 and 2 will be:
- TBD - Southern Oregon is not scheduled yet
The next PERS Retirement Readiness, followed by Financial Planning session for Tier 1 and 2 will be:
- TBD - Southern Oregon is not scheduled yet
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PERS/OPSRP - All About OPSRP
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[Registration Required] For OPSRP members at any career point.
Topics:
- OPSRP membership details and benefits
- Retirement eligibility
- Online Member Services
- OPSRP benefit estimate
- Retirement processes
- Individual Account Program (IAP)
- Member resources
Future dates and times will be added once they are scheduled. No Ashland or Medford presentations available at this time. Review the PERS/OPSRP Retirement Education webpage for other locations.
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Retirement Webinars
Access TIAA-CREF webinar presentations by going to the TIAA Virtual Environment link, create a profile, then sign up. They host multiple webinars each month.
Meet with a Rep
Fidelity Investments
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| Fidelity representatives are available for one-on-one consultations. To schedule a meeting, go to the Fidelity website sponsored by OPURP, select Southern Oregon University, and a calendar of availability will appear for selection. Not seeing a date or time that works for you? Give Fidelity a call at 800-343-0860, and they can schedule more times. |
TIAA-CREF
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| TIAA-CREF representatives are available for one-on-one consultations. To schedule a meeting, go to the TIAA website sponsored by OPURP, navigate to Contact Us, and sign up through the link if any are already scheduled. Not seeing a date or time that works for you? Call TIAA at 800-842-2252, and they can schedule more times. |
PERS: RAAS
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If you are 90 days away from retirement, PERS will meet with you for a RAAS appointment, which is a Retirement Application Assistance Session. If you are not within 90 days from retirement, PERS only offers group education sessions. During your RASS meeting, PERS staff will:
- conduct a comprehensive review of the application and forms for accuracy and completeness,
- notarize the application at no cost, and
- explain the retirement application process.
Please note: A RAAS is not a counseling session to assist you in making a decision to retire.
RAAS is not intended for disability-related retirements. For Disability Retirement, please contact PERS Customer Service at 888-320-7377. |
