Retirement Plan & Eligibility

Top priorities in the retirement preparation process are identifying your retirement plan(s) and determining retirement eligibility.

Identify your plan

Your UO retirement plan is based on your employee classification (classified or unclassified):

Classified Employees--identify your PERS plan
 
Hire Date Retirement Plan
Hired on or before 12/31/1995 PERS Tier 1 Pre-Retirement Guidebook
Hired on or after 1/1/1996 but before 8/29/2003 PERS Tier 2 Pre-Retirement Guidebook
Hired on or after 8/29/2003 OPSRP Pre-Retirement Guidebook

 

Unclassified Employees--identify your plan

PERS Retirement Plans

Hire Date Retirement Plan
Hired on or before 12/31/1995 PERS Tier 1 Pre-Retirement Guidebook
Hired on or after 1/1/1996 but before 8/29/2003 PERS Tier 2 Pre-Retirement Guidebook
Hired on or after 8/29/2003 OPSRP Pre-Retirement Guidebook

 

ORP Retirement Plans

Hire Date Retirement Plan
Hired prior to 1/1/1996 Tier 1 ORP Retirement Options
Hired on or after 1/1/1996 but before 8/29/2003 Tier 2 ORP Retirement Options
Hired on or after 8/29/2003 but before 7/1/2014 Tier 3 ORP Retirement Options
Hired on or after 7/1/2014 Tier 4 ORP Retirement Options

 

Determine your retirement eligibility

Eligibility to retire depends on a variety of factors including:

  • Age
  • Years of service
  • Retirement plan enrollment

Use the links below to identify a potential retirement date. Please keep in mind that this date may change based on the information you gather.

 

Retirement Planning Process
Step 1. Retirement Checklist
Step 2. Retirement Planning & Eligibility
Step 3. Find a Financial Advisor
Step 4. Retirement Budget Worksheet


Return to Retirement Planning Guide and Resources