Retirement Education

Education is a key component of retirement planning. UO employees have access to a variety of education resources and workshops provided on the retirement plans' websites (links provided below).

Important Notice: The University of Oregon has modified its operations to safeguard the health and well-being of our students, faculty, staff, and the community due to the COVID-19 (coronavirus) outbreak. At this time, all on-campus retirement education opportunities, including PERS workshops will be suspended until further notice.

CARES Act and Other Timely Retirement Information

Retirement Education Webinars

Education is a key component of retirement planning. The Benefits Office shares upcoming education opportunities for UO employees. Follow the links provided to register for a workshop:

Fidelity Workshops

Get Started and Save for the Future You
If you want to get started in your workplace savings plan, or to save more, learn the benefits of your workplace savings plan, how to enroll, and small steps you can take to save more.
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.
More Fidelity On Demand Education Videos

PERS Workshops

PERS education sessions are available year round via webinar. Dates, details, and registration information is available on the PERS website, which is linked in the webinar titles.

Retirement Readiness with Financial Planning

Introduction to PERS with Financial Planning

All About OPSRP with Financial Planning

Retirement Application Assistance Session (RAAS)

TIAA Webinars

TIAA webinars are available on demand. Register through the TIAA website to view the available education presentations on the following topics:

Tomorrow in Focus
Inside Money
Money at Work 1
She’s Got It: A woman’s guide to saving and investing
Optimizing Your Retirement

Other Offerings

Visit the Oregon Savings Growth Plan website to register for a workshop.

Counseling Sessions

The UO Benefits Office extends to you an invitation to receive one-to-one financial counseling from an investment adviser. This is an excellent opportunity to build a relationship with a Financial Planner as you save for retirement.

Due to the university's current response to COVID-19 (coronavirus), one-on-one retirement counseling sessions will be conducted by phone.

Schedule a Fidelity Counseling Session

Fidelity Tools & Resources

Schedule a TIAA Counseling Session

TIAA Tools & Resources