| 2008 PERS Group Counseling Sessions |
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Click on the name of the workshop for location, date, time, and registration instructions. All workshops are free of charge.
If you need to cancel a registration, please call Customer Service at 503.598.7377. or email PERS.CANCELLATIONS@STATE.OR.US
Click here for information about parking at PERS headquarters in Tigard.
Retiring within 90 days? Would you like to meet individually with a PERS counselor?
Schedule a one-on-one Retirement Application Assistance Session (RAAS) with a PERS counselor.
One-Year PERS Presentation
For members within one year of retirement.
Topics:
¨ Individual Account Program
¨ Retirement eligibility
¨ Calculating the retirement benefit
¨ Review of benefit estimate
¨ Retirement option choices
¨ Variable account after retirement
¨ Work after retirement limitations
¨ Health insurance
¨ Cost-of-living adjustments
¨ Taxes
¨ Review of Retirement Application Forms
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One-Year PERS Presentation with Financial Planning *
For members within one year of retirement.
Adds:
¨ Social Security
¨ Medicare
¨ Income and distribution planning
¨ Coordinating PERS benefit with other income sources
¨ Planning for changing income and expense needs
¨ Investment strategies for retirement
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Five-Year PERS Presentation
For members within five years of retirement.
Topics:
¨ Individual Account Program
¨ Regular and variable accounts
¨ Retirement benefit information
¨ Work after retirement limitations
PERS also offers an online version of this counseling session.
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Five-Year PERS Presentation with Financial Planning *
For members within five years of retirement.
Adds:
¨ Investment strategies for retirement
¨ Risk management
¨ Social Security
¨ Coordinating PERS benefit with other income sources
¨ Taxes, estate planning and more…
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* Financial planning information is provided by PERS’ education partner, AIG Retirement
Early Career Presentation
For Tier Two & Oregon Public Service Retirement Plan (OPSRP) members.
Topics:
¨ PERS Tier Two membership details and benefits
¨ OPSRP overview, for members hired on or after August 29, 2003
¨ OPSRP membership details and benefits
¨ The Individual Account Program.
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Completing Your Retirement Forms
For those retiring within the year, this hour-long internet based session provides an overview of the PERS service retirement application forms and the Individual Account Program retirement application forms.
The session provides details on which forms are required and the appropriate way to fill out all the required forms.
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OSGP Workshops
Oregon Savings Growth Plan Workshop Sessions include:
Wealth Builder 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.
Planning & Investing helps participants calculate long-term savings goals, review the nine investment options, and create personal investment strategies.
The Retirement Seminar is 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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Long Term Care Insurance
Schedule of Long Term Care informational meetings for 2008.
Notice: Pre-registration is not required for a Long Term Care informational meeting.
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