OREGON STATE UNIVERSITY

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Workshops and Events

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

April 4, 2014

8am-5pm MU 212
April 5, 2014 8am-5pm MU 212
April 10, 2014 8am-5pm

Hatfield Marine Science Center, Classroom 34 Bldg 900

April 22, 2014 8am-5pm OSU Cascades Campus, Cascades Hall 211
May 14, 2014 8am-5pm MU 207
May 27, 2014 8am-5pm MU 207
June 4, 2014 8am-5pm MU 207
June 5, 2014 8am-5pm MU 207

TIAA-CREF

One-on-One Counseling Session
Date Time Location
Tuesday, February 18, 2014 9am-4pm (1 hour appointments) MU 212, MLK
Wednesday, February 19, 2014 9am-4pm (1 hour appointments) MU 110
Tuesday, March 18, 2014 9am-4pm (1 hour appointments) MU 212, MLK

Wednesday, March 19, 2014

9am-4pm (1 hour appointments) MU 110
Thursday, March 20, 2014 9am-4pm (1 hour appointments) MU 110
Tuesday, April 22, 2014 9am-4pm (1 hour appointments) MU 110
Wednesday, April 23, 2014 9am-4pm (1 hour appointments) MU 110
Thursday, April 24, 2014 9am-4pm (1 hour appointments) MU 110

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

Basics of Medicare – New to Medicare Seminar.  Presented by SHIBA (Senior Health Insurance Benefits Assistance). 

  • October 2014, Time/Location TBA

PERS Workshops

Upcoming PERS Workshops
Date Subject Time Location
Spring 2014

New employees and OPSRP/IAP members (became member on or after August 29, 2003)

TBA

TBA

Fall 2014 PERS Mid-career (Tier 1 & 2) TBA TBA
Spring 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

For more information or to register for other dates and locations held throughout Oregon, check out the PERS web site.

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.

Oregon Savings Growth Plan Workshops

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.

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

"Retirement:  Exploring Exciting Opportunities, Surprises and Concerns Beyond Finances”. 
Workshop presented by OSURA (Oregon State University Retirement Association).
Date/Time:  Spring 2014, Day/Time TBA

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. A panel of retirees led by Drs. Peter Bloome and Karen Hooker will explore these areas and illustrate some aspects of the physical, psychological and social dimensions of retirement.  The program is likely of most value to those within one to three years of retirement and those who are recently retired.

Employee Benefits Staff List

Employee Benefits - 204 Kerr | 541-737-2805 | general email
Donna Chastain Donna Chastain Director, Workplace Solutions 541-737-2806
Heidi Melton Human Resources Officer
Workers’ Compensation, Standard Insurance Claims (STD&LTD)
541-737-2916
Christina Schaaf Benefits Consultant
Benefit Issues for Business Centers: HSBC, BEBC & AABC
541-737-2835
Jessica Dalziel Benefits Consultant
Benefit Issues for Business Centers: UABC, FOBC & Chancellor’s Office
541-737-3521
Roshni Sabedra Benefits Consultant
FMLA/OFLA/Military Leave
541-737-5946
Whitney Barstad Benefits Consultant
Benefit Issues for Business Centers: ASBC & AMBC
541-737-2269
Patricia Young Benefits Consultant
Retirement, Savings & Pension Programs
541-737-8254