Tier One/Tier Two education presentations

PERS education sessions are being held in-person and virtually.

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 whether in-person or at a virtual session. Additional locations and appointments will continue to be added. Please check back for availability or look for events at another location.

If you need to cancel a registration, please complete the cancellation form or call Member Services at 888-320-7377 (toll free).

Additional locations and appointments will continue to be added. Please check back for availability or look for events at another location.

Retirement Readiness

For Tier One and Tier Two members within three years of retirement.

Topics for the first two hours:

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

No PERS retirement forms review with these sessions.

Introduction to PERS Retirement

For Tier One and Tier Two members with 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 with 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 AIG Retirement Services to provide members with basic financial planning information. The partnership is not an endorsement of AIG Retirement Services products or services.

PERS Health Insurance Program (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

Note: Page last updated December 2020.