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

October 23, 2014

8am-5pm MU 212
October 28, 2014 8am-5pm MU 212
October 29, 2014 8am-5pm

MU 212

November 7, 2014 8am-5pm MU 212
November 13, 2014 8am-5pm MU 212
November 18, 2014 8am-5pm MU 212
December 3, 2014 8am-5pm MU, 110
December 5, 2014 8am-5pm MU, 110

TIAA-CREF

One-on-One Counseling Session
Date Time Location
October 7, 2014 9am-4pm (1 hour appointments) MU 207
October 8, 2014 9am-4pm (1 hour appointments) MU 207
October 9, 2014 9am-4pm (1 hour appointments) MU 207

October 28, 2014

9am-4pm (1 hour appointments) MU 207
October 30, 2014 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

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

  • October 2014, Time/Location TBA

PERS Workshops

Workshops on the OSU Campus:

Upcoming PERS Workshops
Date Subject Time Location
October 29, 2014

PERS Five Years to Retirement (Tier 1 & Tier 2)

9am - 10:50am

Training Days - CH2M Hill, Trysting Tree Lounge

October 28, 2014 PERS Mid-career (Tier 1 & 2) 10am - 11:50am Training Days - CH2M Hill, Trysting Tree Lounge
October 28, 2014 PERS One Year to Retirement (Tier 1 & 2) 2pm - 4:50pm Training Days - CH2M Hill, Trysting Tree Lounge
October 29, 2014 New employees and OPSRP/IAP members (became member on or after August 29, 2003) 1pm - 2:50pm Training Days - CH2M Hill, Room 114

To register, visit the Training Days 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.

Online Presentations:

One Year to Retirement

PERS Five Years to Retirement

PERS Mid-Career

PERS OPSRP

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.

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 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.

Do You Know How to Start Taking Money Out When You Retire?

  • October 29, 2014 - 9am - 9:50am
  • Location - MU, Horizon Room
  • Presented by - Fidelity Investments

How Much to Should I Save for Retirement?  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.

  • October 29, 2014 - 2pm - 2:50pm
  • Location - MU, Horizon Room
  • Presented by - Justin Naegle, Oregon Savings Growth Plan

Money At Work.  Foundations of Investing (Investment Basics.  The formula for a better strategy?  You plus knowledge)  Come learn the definitions of and differences in investment vehicles and how to help choose the right ones for your financial goals and risk tolerance.

  • October 29, 2014 - 1pm - 1:50pm
  • Location - MU, Horizon Room
  • Presented by - TIAA-CREF Representative

Woman to Woman.  She's Got It:  A Woman's Guide to Saving & Investing.  Join us for a revealing trip through successful investing and saving strategies developed especially for you.  Your money shouldn't be sitting around doing nothing - and at this workshop, you won't either.

  • October 29, 2014 -10am - 11:50am
  • Location - MU, Horizon Room
  • Presented by - TIAA-CREF Representative

 

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:  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 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