We invite to you join us for workshops, events, and individual counseling sessions regarding retirement programs offered to OSU employees on the following topics:

Benefits Enrollment

One-One Financial Counseling Sessions

Workshops

 

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 Fidelity web site.

Client Counseling Sessions
Date Time Location
Jan 21, 2016 8am-5pm (1 hour appointments)

Hatfield Marine Science Center

Jan 27, 2016 8am-5pm (1 hour appointments) MU 212
Jan 28, 2016 8am-5pm (1 hour appointments) MU 212
Feb 09, 2016 8am-5pm (1 hour appointments) MU 221
Feb 22, 2016 8am-5pm (1 hour appointments)

MU 105

Feb 24, 2016 8am-5pm (1 hour appointments)

MU 215

Mar 02, 2016 8am-5pm (1 hour appointments)

MU 212

Mar 15, 2016 8am-5pm (1 hour appointments)

MU 105 

Mar 30, 2016 8am-5pm (1 hour appointments)

MU 105

Apr 14, 2016 8am-5pm (1 hour appointments)

MU 105

Apr 27, 2016 8am-5pm (1 hour appointments)

MU 105

TIAA-CREF

One-on-One Counseling Session
Date Time Location

Jan 5, 2016

9am-4pm (1 hour appointments) MU 207

Jan 6, 2016

9am-4pm (1 hour appointments) MU 207

Jan 7, 2016

9am-4pm (1 hour appointments) MU 207

Feb 2, 2016

9am-4pm (1 hour appointments) MU 207

Feb 3, 2016

9am-4pm (1 hour appointments) MU 207

Feb 4, 2016

9am-4pm (1 hour appointments) MU 207

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.

Medicare Workshop

Registration is not required.

Medicare Workshops Presented by SHIBA (Senior Health Insurance Benefits Assistance)
Date Workshop Time Location

October 2016

Medicare Part D (Prescription Drug coverage) TBA  

October 2016

Medicare Basics - Part A, B, C.  Understanding the basics of Medicare

and Medciare Advantage and Supplmental Plans.

TBA  

 

PERS Workshops

Workshops on the OSU Campus:

Upcoming PERS Workshops
Date Subject Time Location
Spring 2016

Retirement Readiness - PERS Tier 1 & Tier 2 members (previously 1-Year to Retirement for Tier 1/2 Members)

(3-hour session reviews the PERS retirement forms during the last hour of the workshop. Those not needing to review the forms may leave at that time)

 

 

 
Spring 2016

 

All About OPSRP for PERS OPSPR members at any career point.  New employees and OPSRP/IAP members (became member on or after August 29, 2003)    
Fall 2016 Introduction to PERS Retirement for PERS Tier 1 & Tier 2 members (formerly PERS Five Years to Retirement)
   

To register, visit the OSU Professional Dvelopment Training 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.

Description of Workshops/Presentations:

OPSRP Workshop for PERS OPSRP members at any point in their career.   PERS OPSRP (Oregon Public Service Retirement Plan) members are those that were hired on or after August 29, 2003 and selected the PERS OPSRP pension program. Topics covered include OPSRP membership details and benefits, retirement eligibility, OPSRP benefit estimate, retirement processes, the Individual Account Program and member resources

Retirement Readiness for PERS Tier 1 & Tier 2 members (formerly 1 Year to Retirement) is for members retiring within 3 years. 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.

Introduction to PERS Retirement for PERS Tier 1 & Tier 2 members (formerly 5 Years to Retirement) is for members planning to retire more than 3 years. Topics covered include Individual Account Program, regular and variable accounts, retirement benefit information and work after retirement limitations.

 Online Presentations:

One Year to Retirement

PERS Five Years to Retirement

PERS Mid-Career

PERS OPSRP

 

Oregon Savings Growth Plan - Financial Workshops

 

To register, visit the OSU Professional Dvelopment Training website
Date             Subject Time Location
TBA

Planning & Investing (How Much to Save for Retirement).  This workshop is open to all employees and Graduate Students.

 10am - Noon

 MU, 206

TBA Wealth Builder.  Learn about the Oregon Savings Growth (deferred compensation) Plan.  10:30 - Noon  MU, 213

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.This workshop is intended to give you a snapshot of what your future retirement looks like based on your sources of income at retirement (ORP, PERS, IAP, Social Security, Retirement Savings, etc.) and is designed to calculate a monthly savings goal to help individuals have the money they need at retirement to have the lifestyle they want.

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 Oregon Savings Growth Plan (PERS) web site.

Financial Workshops

 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.  

Health & Wellness

 

To register, visit the OSU Professional Dvelopment Training website(Course Category = Employee Benefits)
Date             Subject Time     Location
TBA

Conquering the Winter Blues, Presented by Cascade Centers - Employee Assistance Program (EAP).   This seminar defines "winter blues" and "seasonal affective disorder", and how to tell the difference. Participants will learn to identify how the winter season affects them and learn strategies for coping with winter blues.

Open to all employees and Graduate Students.

 

 

TBA

Stress Management, Presented by Cascade Centers - Employee Assistance Program (EAP).  Managing all of the different stressors in life is a challenge. People are becoming increasingly aware of the importance of reducing their stress because of the effects it creates on physical health, emotional well-being, and work productivity. These effects of stress as well as techniques to reduce stress will be discussed. Techniques include: relaxation, nutrition, exercise, sleep, attitude development, monitoring symptoms, and understanding the role of self-esteem.

Open to all employees and Graduate Students.

   
 Spring 2016 - TBA

Retirement:  Exploring Exciting Opportunities, Surprises and Concerns Beyond Finances, Workshop presented by OSURA (Oregon State University Retirement Association).  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.  Discussion will explore these areas and illustrate some aspects of the physical, psychological, and social dimensions of retirement. 

TBA TBA