Education is a key component of retirement planning. Our retirement providers offer resources to help you learn how to compare options, make informed decisions, and ensure a comfortable and secure retirement.
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Public Employees' Retirement System (PERS)
Para obtener información de PERS en español, visite el sitio web de PERS y seleccione español en el menú de idiomas en la parte inferior de la página.
Resource | Format | Description |
|---|---|---|
Website | Information for nonretired members and retirees and access to online member services with login. Translate site content to other languages using menu at the bottom of the page. | |
Webinar or in-person workshop | For Tier 1 and Tier 2 members who are more than three years from retirement | |
Webinar or in-person workshop | For Tier 1 and Tier 2 members within three years of retirement | |
Webinar or in-person workshop | For OPSRP members | |
One-on-one appointment | Select either a general session to learn about the program, or an advisory session for OSGP to evaluate your retirement accounts. | |
One-on-one appointment by phone or in person | For PERS members within 90 days of retirement, to review retirement application forms with PERS staff. Does not provide guidance on which retirement benefits to choose. | |
Video (3m13s) | Describes the relationship between PERS, the state, and participating employers. | |
Newsletter | Updates, reminders, and other information for retired PERS members |
Oregon Public Universities Retirement Plans (OPURP)
Resource | Format | Description |
|---|---|---|
Newsletter | Quarterly newsletter with updates and education for pre-retirement employees. Provides tools and tips for maximizing retirement savings for all ages and salary levels. |
Optional Retirement Plans/403b Plans
Resource | Format | Description |
|---|---|---|
Fidelity | ||
One-on-one appointment, usually by phone or video conference | Meet with a financial consultant from Fidelity to review your retirement accounts and get your retirement questions answered. | |
Webpage | Interactive projection tools, webinars, and other resources | |
TIAA | ||
One-on-one appointment, usually by phone or video conference | Meet with a financial consultant from TIAA to review your retirement accounts and get your retirement questions answered. | |
Webpage | Interactive projection tools and other resources | |
On-demand webinars | Topics include: Tomorrow in Focus, Inside Money, Money at Work, Optimizing Your Retirement. | |
Folleto "Conozca al equipo de asesoramiento en español de TIAA" | Seminarios web y documentos | Los temas incluyen las basas de la inversión, cómo gestionar los ingresos y las deudas, y opciones de ingresos en la jubilación. |