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   ::    PERS Workshops     ::     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:

November 9, 26 and 28
December 7 and 10
 

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:

November 13, 14 and 15
December 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


Oregon Savings Growth Plan Workshop

A representative from Oregon Savings Growth Plan (OSGP) will conduct on-campus workshops. The workshops will provide information about the state of Oregon's deferred compensation plan as an option for retirement planning. Participants will learn:

  • The difference between the 403(b) and 457 plans.
  • How to choose from a wide range of investments.
  • The difference between pre-tax and after tax contributions. 

OSGP Workshops

Thursday, November 15, 2018
10:00-11:30 a.m. OR 12:30-2:00 p.m.
Coquille Room, EMU
Two time options to choose from. No registration required.


PERS On-Campus Workshops

In November, the following retirement workshops are offered at the Erb Memorial Union with registration required:

All About Oregon Public Service Retirement Plan (OPSRP)

November 27 from 10 a.m. to noon

This workshop is designed for all OPSRP members, hired on or after August 29, 2003, at any stage of their career. 

Register Now

 

Topics will include:

  • OPSRP membership details and benefits
  • Individual Account Program (IAP)
  • Online Member Services
  • Retirement Eligibility
  • Benefit Estimate
  • Retirement Process
  • Member Resources

Introduction to PERS

November 27 from 2 to 4 p.m.

This workshop is designed for PERS Tier 1 or 2 members who are more than 3 years from retirement.

Register Now

 

Topics include:

  • Individual Account Program (IAP)
  • Calculating the retirement benefit
  • Benefit Estimate
  • Retirement benefit information
  • Work after retirement limitations

PERS Retirement Readiness

November 28 from 8:30 to 10:30 a.m.

This workshop is designed for PERS Tier 1 or 2 members within 1 - 3 years of retirement. 

Register Now

 

Topics will include:

  • Individual Account Program (IAP)
  • Online Member Services
  • Retirement Eligibility
  • Calculating the retirement benefit
  • Review of benefit estimate
  • Retirement option choices
  • Health Insurance
  • Cost-of-living adjustments
  • Taxes

Newsletters


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)