| Wealth Builder Workshop This workshop provides basic information about the Oregon Savings Growth Plan and its investment options. The workshop is intended for employees who are interested in enrolling in the Plan or for employees seeking a refresher course. Topics include:
- Plan highlights and benefits
- Investing in today's market
- Tax advantages
Planning and Investing Workshop
Are you on track? This workshop is intended to give you a snapshot of what your future retirement looks like based on your PERS, IAP, Social Security, and OSGP contributions. Topics will include calculating your savings goal, developing an investment strategy, and personalizing your portfolio. Feel free to bring your statements such as PERS, Social Security, and OSGP to the meeting.
Retirement Seminar*This session is for those within five years of retirement or who have severed employment. Topics include:
- Catch-up provisions
- Payout options
- IRS requirements
- Retirement forms
*Please note that Retirement Seminar provides information about the Oregon Savings Growth Plan. For information about PERS retirement, visit www.oregon.gov/PERS.
Calling it Quits
This presentation is for OSGP participants who have severed employment with an OSGP-sponsored employer or retired. The workshop covers:
- Reasons to keep an OSGP account
- Distribution options
- Forms for participants
OSGP Roth 457
This workshop discusses the features and benefits of after-tax savings. Items discussed include:
- What is a Roth 457 and how it affects taxes
- Compare Roth to pre-tax savings
- How distributions are affected by Roth savings
- Reasons to consider a Roth
- How to convert pre-tax money to a Roth
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