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




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

MU 214

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

MU 214

Sep 29, 2016 8am-5pm (1 hour appointments)

MU 214


One-on-One Counseling Session
Date Time Location

Sep 7, 2016

9am-5pm (1 hour appointments) MU 105

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 or ORP:tiaa and their options with TIAA 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 4, 2016

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

and Medciare Advantage and Supplmental Plans.

1-3pm  MU213


PERS Workshops

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.

Workshops on the OSU Campus.  To register, visit the OSU Professional Development Training website
Date                 Subject                                                            Time        Location

Oct 5, 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)


 MU 208

coming in Fall 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)    
coming in Fall 2016 Introduction to PERS Retirement for PERS Tier 1 & Tier 2 members (formerly PERS Five Years to Retirement)

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.


Oregon Savings Growth Plan - Financial Workshops

For workshops at other locations throughout Oregon, check out the Oregon Savings Growth Plan (PERS) web site. 

Workshops on the OSU Campus.  To register, visit the OSU Professional Development Training website
Date             Subject Time Location

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



TBA Wealth Builder.  Learn about the Oregon Savings Growth (deferred compensation) Plan.    

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.


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.  For employees new to investing and/or saving for retirement.  

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

Preparing Your Savings For Retirement - for employees that are 10 years of retirement.  Presented by Fidelity



November 8, 2016 Getting on the Right Path:   Intended to those who are early in their career and wanting to educate themselves as to what their options are for the journey towards retirement.  Topics covered include:  asset allocation, fundamentals of investing and what kind of investor am I? Presented by Fidelity.  9am - 10am  MU 213
November 8, 2016 Making Better Investment Choices:  Intended for those who are mid-career and wanting confirmatin they are on the right path.  It can also be for those participants who have put off saving for retirement until mid-career and want to know their options to catch-up.  Presented by Fidelity 11am - Noon   MU 213
November 8, 2016 Retirement Income Planning:  Intented for employees who are contemplating retirement in the next 5 years.  Topics discussed will include retirement maximums, catch-up contributions, withdrawal rate in retirement, consolidation of assets, and the Planning & Guidance Center tools.  Presented by Fidelity   1pm - 2pm   MU 213



Health & Wellness 

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

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.




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 2017

Retirement:  Pre-retirement Panel Discussion on the Non-financial Aspects of Retirement. Workshop presented by OSURA (Oregon State University Retirement Association).  For Faculty and Staff that are within 1-3 years of retirement.  Retirement is a major life transition and 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. Dr Karen Hooker will provide an introductory presentation followed by a panel of 4 retired faculty/staff from OSU.  The panel members will be John Block (Pharmacy faculty), Kathy Meddaugh (Professional Faculty), Terri Tower (Professional Faculty,Housing & Dining), and Tom Plant (EECS faculty).