We invite to you join us for workshops, events, and individual counseling sessions regarding retirement programs offered to OSU employees on the following topics:
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 Fidelity web site.
|Client Counseling Sessions|
July 2, 2014
|July 17, 2014||8am-5pm||OSU Cascades Campus, Cascades Hall 211|
|July 29, 2014||8am-5pm||
|August 5, 2014||8am-5pm||MU 110|
|August 6, 2014||8am-5pm||MU 110|
|August 28, 2014||8am-5pm||MU, JPLC|
|September 9, 2014||8am-5pm||MU, JPLC|
|September 18, 2014||8am-5pm||MU, JPLC|
|September 19, 2014||8am-5pm||MU, JPLC|
|One-on-One Counseling Session|
|Tuesday, July 15, 2014||9am-4pm (1 hour appointments)||MU Council Room|
|Wednesday, July 16, 2014||9am-4pm (1 hour appointments)||MU 110|
|Tuesday, July 17, 2014||1pm-5pm (1 hour appointments)||MU Council Room|
To make an appointment, call 877.842.2028, press 5 (6 a.m. to 5 p.m.) or schedule online at www.tiaa-cref.org/ScheduleNow
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.
Basics of Medicare – New to Medicare Seminar. Presented by SHIBA (Senior Health Insurance Benefits Assistance).
Workshops on the OSU Campus:
|Upcoming PERS Workshops|
New employees and OPSRP/IAP members (became member on or after August 29, 2003)
|Fall 2014||PERS Mid-career (Tier 1 & 2)||TBA||TBA|
|Fall 2014||PERS One Year to Retirement (Tier 1 & 2)||TBA||TBA
|Fall 2014||New employees and OPSRP/IAP members (became member on or after August 29, 2003)||TBA||TBA|
To register, visit the the OSU Professional Development website
PERS Workshops at other locations: For more information or to register for other dates and locations held throughout Oregon, check out the PERS web site.
One Year to Retirement
PERS Five Years to Retirement
Description of Workshops/Presentations:
OPSRP Workshop is for PERS OPSRP/IAP (Oregon Public Service Retirement Plan) members which were hired on or after August 29, 2003. Topics covered include OPSRP membership details and benefits, retirement eligibility, OPSRP benefit estimate, retirement processes, the Individual Account Program and member resources
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.
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 PERS web site.
Workshop will cover topics on various ways to save for retirement, creating an income in retirement and how to protect your assets through retirement.
Online Workshops provided by Fidelity and TIAA-CREF. For employees new to investing and/or saving for retirement.
- Fidelity’s online workshop – Getting on the Right Path with your OUS TDI 403(b) Plan (This link will take you to the Fidelity Brainshark presentation.)
- TIAA-CREF’s online workshop – Just Starting Out: New to TIAA-CREF or New to Investing (This link will take you to the TIAA-CREF Brainshark presentation.)
Retirement: Exploring Exciting Opportunities, Surprises and Concerns Beyond Finances
Workshop presented by OSURA (Oregon State University Retirement Association)
Date/Time: Monday, May 19, 2014, 2pm - 3:30pm, MU 211
Retirement is a major life transition that has great opportunities, major concerns and the potential for significant surprises. Such a transition requires planning for other than just financial matters. Dr. Karen Hooker and a panel of retirees will explore these areas and illustrate some aspects of the physical, psychological, and social dimensions of retirement. Dr. Hooker is the Petersen Chair in Gerontology and Family Studies as well as Professor and Co-Director of the School of Social and Behaviorial Health Sciences at Oregon State University.
|Employee Benefits - 204 Kerr | 541-737-2805 | general email|
|Donna Chastain||Director, Workplace Solutions||541-737-2806|
|Heidi Melton||Human Resources Officer
Workers’ Compensation, Standard Insurance Claims (STD<D)
|Christina Schaaf||Benefits Consultant
Benefit Issues for Business Centers: HSBC, BEBC & AABC
|Jessica Dalziel||Benefits Consultant
Benefit Issues for Business Centers: UABC, FOBC & Chancellor’s Office
|Roshni Sabedra||Benefits Consultant
|Whitney Barstad||Benefits Consultant
Benefit Issues for Business Centers: ASBC & AMBC
|Patricia Young||Benefits Consultant
Retirement, Savings & Pension Programs