Education is a key component of retirement planning. Our retirement providers offer resources to help you learn how to compare options, make informed decisions, and ensure a comfortable and secure retirement.
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Public Employees' Retirement System (PERS)Para obtener información de PERS en español, visite el sitio web de PERS y seleccione español en el menú de idiomas en la parte inferior de la página. | ||
Resource | Format | Description |
| Oregon PERS website | Website | Information for nonretired members and retirees and access to online member services with login. Translate site content to other languages using menu at the bottom of the page. |
| Introduction to PERS Retirement | Webinar or in-person workshop | For Tier 1 and Tier 2 members who are more than three years from retirement |
| PERS Retirement Readiness | Webinar or in-person workshop | For Tier 1 and Tier 2 members within three years of retirement |
| All About OPSRP | Webinar or in-person workshop | For OPSRP members |
| Oregon Savings Growth Plan advisory session | One-on-one appointment | Select either a general session to learn about the program, or an advisory session for OSGP to evaluate your retirement accounts. |
| Retirement application assistance session | One-on-one appointment by phone or in person | For PERS members within 90 days of retirement, to review retirement application forms with PERS staff. Does not provide guidance on which retirement benefits to choose. |
| How Does PERS Work? | Video (3m13s) | Describes the relationship between PERS, the state, and participating employers. |
| Perspectives | Newsletter | Updates, reminders, and other information for retired PERS members |
Oregon Public Universities Retirement Plans (OPURP) | ||
Resource | Format | Description |
| OPURP newsletter | Newsletter | Quarterly newsletter with updates and education for pre-retirement employees. Provides tools and tips for maximizing retirement savings for all ages and salary levels. |
Optional Retirement Plans/403b plans | ||
Fidelity | ||
| Counseling session | One-on-one appointment, usually by phone or video conference | Meet with a financial consultant from Fidelity to review your retirement accounts and get your retirement questions answered. |
| Tools and Resources | Webpage | Interactive projection tools, webinars, and other resources |
TIAA | ||
| Counseling session | One-on-one appointment, usually by phone or video conference | Meet with a financial consultant from TIAA to review your retirement accounts and get your retirement questions answered. |
| Virtual Benefits Fair | Webpage | Interactive projection tools and other resources |
| Webcasts | On-demand webinars | Topics include: Tomorrow in Focus, Inside Money, Money at Work, Optimizing Your Retirement. |
Folleto "Conozca al equipo de asesoramiento en español de TIAA" | Seminarios web y documentos | Los temas incluyen las basas de la inversión, cómo gestionar los ingresos y las deudas, y opciones de ingresos en la jubilación. |