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Retirement Education Seminar – Tier II
October 16 @ 9:00 am - 3:15 pm
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 II 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
The tentative 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: Q&A / Break
- 10:00 am – 11:30 am: SURS Retirement Education – Tier II
- 11:30 am – 12:00 pm: Q&A / Break
- 12:00 am – 1:30 pm: Social Security
- 1:30 am – 2:00 pm: Q&A / Break
- 2:00 am – 2:20 pm: CIP Insurance Overview
- 2:20 am – 2:30 pm: Q&A / Break
- 2:30 am – 3:00 pm: Voya
- 3:00 am – 3:15 pm: Q&A
- 3:15 pm: Webinar Close
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.