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
|
Online Workshop |
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
|
TBD |
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?
Information Flyer
|
1-on-1 Complimentary Consultation
|
Fidelity Website
On OSU main campus 2023:
March 15th
March 16th
Schedule online at www.fidelity.com/schedule, or via phone at (800) 343-0860.
Zoom meetings and phone meetings also available.
|
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?
|
1-on-1 Complimentary Consultation |
TIAA Website
On OSU main campus 2023, 10am - 4pm:
March 8th
March 9th
March 10th
Information Flyer
Schedule an appointment for the above dates at TIAA.org/schedulenow
|
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
|
1-on-1 Complimentary Consultation |
OSGP Website
|
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.
|
Online Presentation |
Click here to watch the TIAA Brainshark presentation.
|
TIAA Tuesdays at Two
Join us on Tuesdays for information to help achieve your goals for your financial life!
|
Online Presentation |
More information
List of workshops
|
TIAA en español |
Online Presentation |
Website
More information flyer
|
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.
|
Online Workshop |
To view days/times the online workshop will be offered and to register, go to the PERS website. The workshop will not be recorded.
|
In-Person Workshop, OSU Corvallis Campus |
TBD |
In-Person Workshop, Other Locations in Oregon |
PERS Website |
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.
|
Online Workshop |
To view days/times the online workshop will be offered and to register, go to the PERS website. The workshop will not be recorded. |
In-Person Workshop, OSU Corvallis Campus |
TBD |
In-Person Workshop, Other Locations in Oregon |
PERS Website |
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.
|
Online Workshop |
To view days/times the online workshop will be offered and to register, go to the PERS website. The workshop will not be recorded. |
In-Person Workshop, OSU Corvallis Campus |
TBD |
In-Person Workshop, Other Locations in Oregon |
PERS Website |
Retirement Choices and Resources Workshops - Spring 2022 |
Online Workshop |
To view days/times the online workshop will be offered and to register, go here.
|
TIAA Workshops - October 2021
Tomorrow in Focus
Inside Money
Money at Work 1
She’s Got It: A woman’s guide to saving and investing
Optimizing Your Retirement
|
Online Presentation - Virtual Benefits Fair |
List of on-demand workshops |