Retirement Education Sessions
Note: PERS education sessions on campus will always be listed. Outside of campus visits, please use the PERS website for schedules with Tier1/Tier 2 and OPSRP members.
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 Fideility 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. |
