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Retirement Education Seminar

October 19 @ 8:30 am - 4:00 pm

SURS offers Retirement Education Seminars for Tier I members enrolled in the Traditional and Portable plans. These seminars are virtual webinars will be held from approximately 8:30 a.m. to 4:00 p.m. You are not required to be present for all sections. See the schedule below for information on when to attend.

 

Admission is FREE. Registration is required.
October 19
8:30 a.m. – 4:00 p.m. CST

Topics will include:

  • Eligibility for retirement
  • Purchasing additional service credit cost, availability, ways to purchase, how the purchase may benefit you
  • How benefits are calculated under both Money Purchase (if applicable) and General Formula
  • What happens when you pass away
  • Death Benefits who qualifies, amount payable
  • Survivor Benefits who qualifies, amount payable
  • Applying for your retirement benefit
  • What happens after you retire Preliminary Estimated Payment stage (PEP), taxes, Automatic  Annual Increase (AAI), returning to work after retirement
  • Using the online Member Estimator
  • Benefits to having a counseling appointment within four years of retirement

Tentative Agenda

Time Item
8:30 a.m. State Insurance Benefits at Retirement –  Download Handout
9:30 a.m. State Insurance Q&A/Break
10:00 a.m. SURS Retirement Education – Download Handout   
11:30 a.m. SURS Retirement Education Q&A/Break
12:00 p.m. Social Security Presentation – Download Handout  
1:30 p.m. Social Security Q&A/Break
2:00 p.m. SURS Deferred Compensation Plan  
2:30 p.m. SURS Deferred Compensation Plan Q&A/Break
3:00 p.m. CIP Insurance Benefits at Retirement – Download Handout
3:30 p.m. CIP Inurance Q&A
4:00 p.m. Adjourn

A computer with speakers or a headset and high speed internet access is required to attend this event. SURS webinars utilize Cisco WebEx Event software. The first time you attend an event, WebEx Event Center Manager will automatically be installed on your computer. However, if the computer you will be using requires an administrator to perform downloads; you should plan to download the application in advance.

Details

Date:
October 19
Time:
8:30 am - 4:00 pm
Event Category: