University Human Resources

Retirement Choices & Resources

DESCRIPTION: This workshop is intended for newly hired/newly eligible Unclassified employees who are making their retirement plan choice. OSU's Retirement Officer will explain basic information about both retirement plan options: 1) the Oregon Public Employees Retirement System (PERS) and 2) the Optional Retirement Plan (ORP). Information about the Voluntary Retirement

To view days/times the online workshop will be offered and to register, go here. The workshop will not be recorded.

In-Person Workshop, OSU Corvallis Campus

Financial/Retirement Consultation: Fidelity

DESCRIPTION: Meet with a Fidelity consultant to 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?
• Will I have enough money to last throughout my retirement?

1-on-1 Complimentary Consultation

Fidelity Website

Financial/Retirement Consultation: TIAA

DESCRIPTION: Meet with a TIAA consultant to get advice and education about your retirement savings, managing debt and your investment strategy. When you meet with a TIAA consultant, you will get answers to these questions:

• Am I saving enough?
• Should I change or rebalance my investment strategy?
• Am I on track to meet my retirement goals?

TIAA Website

Financial/Retirement Consultation: Oregon Savings Growth 457 Plan (OSGP)

DESCRIPTION: Meet with an OSGP consultant to learn how the Oregon Savings Growth 457 Plan (OSGP) can help increase your retirement income:

• Examine the time value of money
• Investment options and making your investment choices
• Post-tax (Roth) vs. pre-tax comparison and what option works for you

OSGP Website

Fidelity: Turn Your Savings into Retirement Income

If you’re planning to retire within the next few years:

Learn the benefits of a retirement income plan, factors to consider when transitioning your savings into income, and ways to develop a retirement plan that suits your goals and lifestyle.

Fidelity: Get Started & Save for the Future You

DESCRIPTION: Fidelity online presentation for employees new to investing and/or saving for retirement. 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 Presentation

Click here to watch the Fidelity Brainshark presentation.

October 6, 2021 at 11:00am – Register Now

Fidelity: Maximize Social Security in Your Retirement Strategy

If you want to understand important Social Security claiming strategies:

Learn about strategies for claiming your Social Security benefit and how it fits with other income sources to create your retirement paycheck.

Fidelity: Make the Most of Your Retirement Savings

If you want to save more for retirement:

Learn how to maximize your retirement savings, ways to save for retirement beyond your workplace savings plan, and steps you can take today to get prepared for retirement.

Just Starting Out: New to TIAA or New to Investing

DESCRIPTION: TIAA online presentation for employees new to investing and/or saving for retirement. Workshop will cover topics on various ways to save for retirement, creating an income in retirement, and how to protect your assets through retirement.

Click here to watch the TIAA Brainshark presentation.

TIAA Workshops

Tomorrow in Focus - October 04, 2021 at 11am
Inside Money - October 06, 2021 at 2pm
Money at Work 1 - October 08, 2021 at 12pm
She’s Got It: A woman’s guide to saving and investing - October 13, 2021 at 1pm
Optimizing Your Retirement - October 15, 2021 at 2pm

PERS Expo 2021

Many educational and informational resources will remain available online for several months after the event.

The theme of Expo 2021 is "Your Gateway to a Secure Retirement."

To help you prepare for a secure retirement, Expo content will include resources about:

• The two parts to your PERS retirement — your pension and the Individual Account Program.
• Your options for saving more for retirement with Oregon Savings Growth Plan.
• Post-retirement health insurance coverage through the PERS Health Insurance Program.
• The PERS retirement application process.

PERS Expo 2021 Register

PERS Retirement Readiness

DESCRIPTION: PERS workshop for PERS Tier 1 and Tier 2 members retiring within three years. Topics to be covered are Individual Account Program (IAP), 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.

To view days/times the online workshop will be offered and to register, go to the PERS website. The workshop will not be recorded.

October 5, 2021, from 3 pm to 5 pm
Register here for this workshop

Introduction to PERS

DESCRIPTION: PERS workshop for PERS Tier 1 and Tier 2 members planning to retire in more than three years. Topics covered: Individual Account Program (IAP), regular and variable accounts, retirement benefit information and work after retirement limitations.

October 12, 2021, from 3 pm to 5 pm 
Register here for this workshop

All About OPSRP

DESCRIPTION: PERS workshop for PERS OPSRP members at any point in their career. Topics covered: OPSRP membership details and benefits, retirement eligibility, OPSRP benefit estimate, retirement processes, the Individual Account Program (IAP) and member resources.

October 7, 2021, from 3 pm to 5 pm
Register here for this workshop