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). Educational opportunities include:

Counseling Sessions   ::    Newsletters    ::     Online Resources

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.

A limited number of counseling sessions are offered on campus, with new dates published about every three months.  These sessions tend to book quickly.  If you are unable to schedule a one-to-one meeting, contact the retirement plan administrator to discuss options. 

Fidelity Counseling Session:

A Fidelity Retirement Counselor will be on campus for individual consultations on the dates listed below and can answer your questions regarding the Tax Deferred Investment and Optional Retirement Programs with Fidelity. The sessions will be held on:

July 27
August 3 and 21
September 26

To reserve a time, please enroll online at  https://nb.fidelity.com/public/nb/opurp/contactus/schedule-a-meeting or call toll free 1-800-642-7131. Room locations and times will be provided at the time your reservation is made.

Contact a Fidelity Representative at 800-343-0860
TIAA Counseling Sessions:

A TIAA Retirement Counselor will be on campus for individual consultations on the dates listed below and can answer your questions regarding the Tax Deferred Investment and Optional Retirement Programs with TIAA. The sessions will be held on:

July 17, 18 and 19
August 14, 15 and 16
September 4, 5 and 6

Schedule an appointment online at www.tiaa-cref.org/ScheduleNow or call 1-800-732-8353.

Contact a TIAA Representative at 800-842-2888

PERS/Oregon Savings Growth Plan Expo 2018

The Oregon Public Employees Retirement System (PERS) and the Oregon Savings Growth Plan (OSGP) invite you to their 13th annual open house on Thursday, October 11, from 10:00 am - 8:00 pm at the Salem Convention Center. All state and local government employees are welcome.

Doors open at 9:30 am. Registration is required for you and your guests to attend workshops.

View Expo Workshops and Register

oregon savings growth plan expo logo

Newsletters

Oregon Public Universities Retirement Plans Newsletter

PERS Perspectives

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).

Online Resources

Retirement plan administrators provide a wide variety of online retirement planning resources.  Links to resources are provided below:

PERS

ORP Plans

Plan administrators for ORP plans also provide educational materials and information on their websites.

FIDELITY (link is external)
TIAA-CREF (link is external)
VALIC (link is external)