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Tier One/Tier Two Education Presentations

Click on the name of the workshop for location, date, time, and registration instructions. All workshops are free of charge. Because seating is limited, every member and his/her guest must register to attend.
 
If you need to cancel a registration, please call Customer Service at 888-320-7377 or e-mail PERS.CANCELLATIONS@PERS.STATE.OR.US.
 
 

PERS Presentation Sessions
Retirement Readiness 
For Tier One and Tier Two members within three years of retirement

Topics:
  • 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
  • Review of Retirement Application forms
Retirement Readiness with Financial Planning
For Tier One and Tier Two members within three years of retirement

Adds:
  • Coordinating PERS benefits with other income sources
  • Income and distribution planning
  • Investment strategies for retirement
  • Planning for changing income and expense needs
  • Social Security and Medicare
  • Risk Management
Introduction to PERS Retirement 
For Tier One and Tier Two members more than three years to retirement

Topics:
  • Individual Account Program (IAP)
  • Calculating the retirement benefit
  • Online Member Services: Benefit Estimate
  • Retirement benefit information
  • Work after retirement limitations
Introduction to PERS Retirement with Financial Planning* 
For Tier One and Tier Two members more than three years to retirement

PERS presentation and additional financial planning topics:
  • Coordinating PERS benefits with other income sources
  • Income and distribution planning
  • Investment strategies for retirement
  • Planning for changing income and expense needs
  • Social Security and Medicare
  • Risk Management

*PERS partners with VALIC to provide members with basic financial planning information. The partnership is not an endorsement of VALIC products or services. 

PHIP New Enrollment Presentations

PERS Health Insurance Program presentations include:

  • Introductionto PHIP
  • Medicare basics and enrollment timelines
  • PHIP eligibility and enrollment timelines
  • Overview of PHIP medical and dental plans

 

OSGP Workshops
Oregon Savings Growth Plan workshops include:

Introduction to OSGP - Describes what the OSGP is, how it works, and why it is a valuable tool to use to accumulate dollars for retirement. The seminar discusses benefits of tax-deferred investing, OSGP investment options, and enrollment information.
 
Calculate Your Future Retirement Income - Helps participants calculate long-term savings goals, review the nine investment options, and create personal investment strategies.
 
Ready for Retirement? - For participants within five years of retirement or who have severed employment and includes the catch-up provision; pay-out options; IRS requirements; and the impact of new tax laws upon retirees, time frames, and forms completion.

 

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