Retirement Education Seminar
April 19 @ 9:00 am - 4:00 pm
SURS offers Retirement Education Seminars for Tier I and Tier II members enrolled in the Traditional and Portable plans. These seminars are virtual webinars will be held from approximately 9:00 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.
April 19
9:00 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 | Handout |
|---|---|---|
| 9:00 a.m. | State Insurance Benefits at Retirement | Download |
| 9:20 a.m. | State Insurance – Q&A/Break | |
| 9:30 a.m. | CIP Insurance Benefits at Retirement | Download |
| 9:50 a.m. | CIP Inurance – Q&A/Break | |
| 10:00 a.m. | SURS Retirement Education – Tier I | Download |
| 11:30 a.m. | SURS Retirement Education – Tier I – Q&A/Break | |
| 12:00 p.m. | Social Security Overview | Download |
| 1:30 p.m. | Social Security Overview – Q&A/Break | |
| 2:00 p.m. | SURS Deferred Compensation Plan | Download |
| 2:20 p.m. | SURS Deferred Compensation Plan – Q&A/Break | |
| 2:30 p.m. | SURS Retirement Education – Tier II | Download |
| 4:00 p.m. | SURS Retirement Education – Tier II – Q&A/Break | |
| 4:30 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.