Your counselor will discuss many things during your counseling appointment including but not limited to the following:
- Review current account information
- Estimated benefit amounts
- Insurance, if applicable
- Purchases, if applicable
- Death and survivor benefits payable upon your death
- Application process
- What to expect after retirement such as taxes, automatic annual increases, and return-to-work limitations
- Discuss the importance of supplemental savings and the SURS Deferred Compensation Plan (DCP)