Retirement Education Seminar – Tier I

Are you contemplating retirement? As you near this important milestone, it’s crucial to fully understand your SURS benefits. We invite you to participate in our Fall Retirement Education Webinar, designed specifically for Tier I members enrolled in the Traditional and Portable plans.

During this seminar, we will cover the following topics:

• Retirement eligibility
• Service credit and retirement
• Benefit calculations
• Death and survivor benefits
• Insurance eligibility
• Using the online Benefits Estimator
• Scheduling a counseling session
• Choosing a retirement date
• Applying for retirement
• Employment after retirement
• Social Security
• Supplemental savings

This webinar is offered at no cost and requires registration. It is structured to allow you to participate in specific sections of interest throughout the day, providing flexibility to accommodate your schedule. Attendance at all sections is not mandatory.

Agenda

The agenda is as follows (all times in Central Standard Time):

• 9:00 am – 9:45 am: State Insurance Overview
• 9:45 am – 10:00 am: State Insurance Q&A/Break
• 10:00 am – 11:30 am: SURS Retirement Education – Tier I
• 11:30 am – 12:00 pm: SURS Retirement Education Q&A/Break
• 12:00 am – 1:30 pm: Social Security Overview
• 1:30 am – 2:00 pm: Social Security Q&A/Break
• 2:00 am – 2:20 pm: College Insurance Program (CIP) at Retirement
• 2:20 am – 2:30 pm: CIP Q&A/Break
• 2:30 am – 3:00 pm: SURS Deferred Compensation Plan (DCP)
• 3:00 am – 3:15 pm: DCP Q&A/Break
• 3:15 pm: Webinar Close