OREGON STATE UNIVERSITY
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We invite to you join us for workshops, events, and individual counseling sessions regarding retirement programs offered to OSU employees on the following topics:
The Office of Human Resources in partnership with Fred Meyer Pharmacies will be offering Flu Shot Clinics for Faculty and Staff this year.
On the day of the clinic:
Cost of vaccination:
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?
Make an appointment online on the Fidelity website.
| One-on-One Counseling Session | ||
| Date | Time | Location |
|---|---|---|
| Sept. 28, 2018 | 8am-5pm (1 hour appointments) | MU 212 |
| Oct. 3, 2018 | 8am-5pm (1 hour appointments) | MU 212 |
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 make an appointment, call 800.732.8353 or schedule online at www.tiaa-cref.org/ScheduleNow
| One-on-One Counseling Session | ||
| Date | Time | Location |
|---|---|---|
| Oct. 2, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Oct. 3, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Oct. 5, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Nov. 19, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Nov. 20, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Nov. 21, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Dec. 11, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Dec. 12, 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
| Dec. 13 2018 | 9am-4pm (1 hour appointments) | 236 Kerr |
Registration is not required. Seating is on a first come basis (capacity is 49).
| Medicare Workshops Presented by SHIBA (Senior Health Insurance Benefits Assistance) | |||
| Date | Workshop | Time | Location |
|---|---|---|---|
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October 4 2018 |
Medicare Basics - Part A, B, C. Understanding the basics of Medicare and Medicare Advantage and Supplmental Plans (including how Medicare works with the PERS Medicare Plans) (Held during Open Enrollment Benefits Fair each October) |
1:30pm-3:30pm | MU208 |
| Date | Workshop | Time | Location |
|---|---|---|---|
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Fall/Spring/Summer Throughout the State |
PERS Health offers Workshops to review the PERS Health Insurance Plans for PERS retirees. For additional information: PHIP Summer/Fall Meeting Schedule or visit the PERS Health Insurance website at: www.pershealth.com |
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 |
|---|---|---|---|
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Year Around Throughout the State |
PERS offers workshops throughout the State, to register for a workshop in your area please select the appropriate Workshop for your below:
Or, visit the PERS website at: http://www.oregon.gov/PERS , In the RESOURSES - Education Sessions Section, select either Tier 1/2 or OPSRP. |
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| November 1, 2018 | Retirement Readiness for Tier 1 and 2 members who are within 3 years of retiremetn. | 10am-Noon | MU 208 |
| November 1, 2018 | All About OPSRP for employees that were hired and became PERS members on or after August 29, 2003. | 2:30pm-4:30pm | MU 208 |
| November 2, 2018 | Introduction to PERS Retirement for Tier 1 and 2 members who are planning to retire in more than three years. | 8:30am-10:30am | MU 208 |
Description of Workshops/Presentations:
All About 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.
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 |
|---|---|---|---|
| TBA |
Planning & Investing (How Much to Save for Retirement). This workshop is open to all employees and Graduate Students. |
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| 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.
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 (unless otherwise indicated) | |||
| Date | Subject | Time | Location |
|---|---|---|---|
| Online workshops |
Fidelity offers several general saving and investing workshops online. You do not need to be investing with Fidelity. Employees that invest with Fidelity can access additional workshops by logging into your account. To view Workshops and other Tools & Calculators, visit Fidelity's website at: https://nb.fidelity.com/public/nb/opurp/resources
TIAA offers several general saving and investing workshops online. You do not need to be investing with TIAA. Employees that invest with TIAA can access additional workshops by logging into your account. To view Workshops and other Tools & Calculators, visit TIAA's website at: https://www.tiaa.org/public/tcm/opurp/insights-and-guidance |
Online |
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| Spring 2019 | The Starting Line: Why and how retirement saving should begin now. Smart steps in the beginning of your career can help lead you to a more solid financial future. Workshop leader will help you understand how debt should be managed, the real effect of time on money, and the keys to budgeting and saving. Presented by TIAA | ||
| Spring 2019 |
Halfway There: A retirement Checkup. Don’t let retirement sneak up on you. It’s never too late (or too early) to start saving for your future. TIAA’s workshop leader will discuss how planning ahead can give your savings an opportunity to grow. Presented by TIAA |
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| Spring 2019 |
Paying Yourself: Income Options in Retirement. Do you know how you’ll pay yourself in retirement? There’s a lot to consider, including tax implications. Workshop will provide an overview of different income options and discuss when you may need to tap into your retirement funds. Presented by TIAA |
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| October 11, 2018 |
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 | MU208 |
| October 11, 2018 | Making Better Investment Choices: Intended for those who are mid-career and wanting confirmation 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 | MU208 |
| October 11, 2018 | Retirement Income Planning: Intended 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 | MU208 |
| To register, visit the OSU Professional Development Training website. (Course Category = Employee Benefits) | |||
| Date | Subject | Time | Location |
|---|---|---|---|
| November - Training Days |
Parental Leave & Pregnancy Disability. Learn about FMLA and OFLA for parental leave and pregnancy disability including how pregnancy disability works with short-term disability. |
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| 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. |
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| 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. |
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