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

2019 sessions will continue to be added throughout the year.

 

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

The above is followed by a review of how to complete PERS retirement application forms (for those that would like to stay). This additional session lasts up to one hour.

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.

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

2019 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