MEMBERS

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 Member Services at 888-320-7377 (toll free) or complete the cancellation form.

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
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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.

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


*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:

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