RETIREMENT PLAN NEWSLETTERS

ORP & 403(B) Spring 2018 Newsletter
PERSpectives Newsletter for PERS Tier 1 & Tier 2 (April)
PERSpectives Newsletter for PERS Members in OPSRP (April)

Retirement Education Sessions


TIAA-CREF

TIAA-CREF will be on campus April 2nd, 3rd, and 4th 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!  

PERS Tier 1 and Tier 2 - Retirement Readiness

[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

The above is followed by a review of how to complete PERS retirement application forms (for those that would like to stay). This additional session lasts up to one hour.

Registration is required for this event, please follow the link. Presentations will be held in Hannon Library Meese room 305 on:

  • 3/12 from 2:00 PM to 5:00 PM
  • 8/7 from 1:30 PM to 4:30 PM
  • 11/26 from 2:00 PM to 5:00 PM

PERS Tier 1 and Tier 2 - Retirement Readiness with Finacial Planning 

[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.

Registration is required for this event, please follow the link. Presentations will be held at the Washington Federal Community Room, 175 Lithia Way in Ashland for the following dates:

  • 4/28 from 8:30 AM to 12:30 PM 
  • 9/22 from 8:30 AM to 12:30 PM 

PERS/OPSRP - All About OPSRP

[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

Registration is required for this event, please follow the link. Presentations will be held in Hannon Library Meese room 305 on 8/7 from 9:00 AM to 11:00 AM. 

  • 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 Education Materials

TIAA-CREF: Know Your Options, Information about your TIAA-CREF account when leaving the University.