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

Flu SHOT Clinics for Faculty and Staff

One-One Financial Counseling Sessions

Workshops

  

FLU SHOT Clinics for Faculty and Staff

The Office of Human Resources in partnership with Fred Meyer Pharmacies will be offering Flu Shot Clinics for Faculty and Staff this year.

  • Dates:
    • Thursday, October 4th
    • Thursday, October 11th
  • Location:  MU 109
  • Times:  8:30am to 5pm

On the day of the clinic:

  • Bring your insurance card and photo ID (for billing)
  • Wear short sleeves
  • Plan on staying for 5 minutes after receiving the vaccination (water, juice, and snacks will be available while you wait)
  • If paying at the time of service, please bring the correct amount of cash (see cost below)

Cost of vaccination:

  • Fred Meyer Pharmacies will bill your insurance plans. 
    • PEBB Statewide (Providence), Providence Choice, and MODA plans will cover the vaccinations.
    • Employees with Kaiser insurance, we are verifying with Kaiser if they will pay for the vacciniation if it is received at the OSU Flu Shot clinic. 
    • Other insurance (e.g., another employer plan or OHP), Fred Meyer Pharmacies will bill that insurance company.  Please verify with your insurance company if the vaccination is covered.
  • If paying at time of the clinic, cost is $25.

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?

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
     
     

 

TIAA

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
     
     
     

 

Medicare Workshop

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

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

PERS Health Insurance for PERS Retirees

Date Workshop Time Location

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

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

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. 

   
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.

 

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
TBA

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 (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

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

 

 

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

 

 

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

 

Health & Wellness 

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.

 

 

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.

 

 

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.