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Retirement Education Webinar – Tier I
Are you contemplating retirement? As you near this important milestone, it’s crucial to fully understand your SURS benefits. This session is designed for all Tier I members. While the session’s primary focus is on our Traditional and Portable plans, we will also be covering key aspects of the Retirement Savings Plan (RSP). In addition, we are offering a webinar later in the fall dedicated to the RSP so, if interested, please check our website for that upcoming date and time.
During this seminar, some of the topics covered will be:
- Retirement Eligibility
- Service Credit and Retirement
- Benefit Calculations
- Death and Survivor Benefits
- Insurance Eligibility
- Scheduling a Counseling Session
- Choosing a Retirement Date
- Applying for Retirement
- RSP Investment Options
- RSP Illustrations
- RSP Distribution Options & Types of Annuities
- Supplemental Savings
This webinar is offered at no cost but requires registration. It is structured to allow you to participate in specific sections of interest throughout the event, providing flexibility to accommodate your schedule. Attendance at all sections is not mandatory.
The tentative agenda is as follows (all times in Central Standard Time):
- 8:30 a.m. – 9:15 a.m. – State Insurance Benefits at Retirement with Q&A – SURS Representative
- 9:15 a.m. – 9:30 a.m – Break
- 9:30 a.m. – 11:15 a.m. – SURS Retirement Education with Q&A – SURS Representative
- 11:15 a.m. – 11:30 a.m. – Break
- 11:30 a.m. – 12:00 p.m. – College Insurance Program at Retirement with Q&A – SURS Representative
- 12:00 p.m. – 12:15 p.m. – Break
- 12:15 p.m. – 1:00 p.m. – SURS Deferred Compensation Plan with Q&A – Voya Representative
- 1:00 p.m. – Webinar Close
