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Retirement Workshops

CONTENTS


The Benefits Office offers workshops to help you plan for retirement. Workshops are geared toward your specific retirement plan—PERS, LEOFF, TRS, or UWRP.

Income Strategies for Your Retirement

Who should attend: UW employees who are planning to retire within the next 12 months.

In this workshop presented by Fidelity Investments, you will learn the following:

REGISTER HERE

Note: Spouses and partners are welcome to attend this workshop on a space-available basis. Please contact benefits@uw.edu to register your spouse/partner.


Retiring from PERS Plan 1, 2 or 3

Who should attend: Classified staff, participating in PERS Plan 1, 2 or 3, who are planning to retire within the next 12 months.

During this three-hour, practical retirement workshop, you will learn about arranging details of retirement, tailoring benefits to best meet retirement income needs, and continuing medical plans. Timelines, forms, and procedures are discussed, and you will review materials necessary to file for retirement.

REGISTER HERE

Note: Spouses and partners are welcome to attend this workshop on a space-available basis. Please contact benefits@uw.edu to register your spouse/partner.


Retiring from UWRP: An Overview

Who should attend: Faculty, librarians, and professional staff who are participating in the UW Retirement Plan (UWRP) and expect to retire within the next 12 months.

This three-hour workshop covers the following topics:

REGISTER HERE

Note: Spouses and partners are welcome to attend this workshop on a space-available basis. Please contact benefits@uw.edu to register your spouse/partner.


Social Security: A Foundation for Planning Your Future

Do you know what benefits to expect from Social Security and when they will be available to you and your family members? Attend this seminar to gain a better understanding of how the Social Security and Medicare systems work, including:

Presented by a representative from the Social Security Administration (SSA).

Pre-Requisite: SSA requires that you bring a printed copy of your Social Security Benefit Statement with you to this workshop as this important tool will be referenced during the workshop. To download a copy, please go to http://www.ssa.gov/myaccount/ to sign in or create an account.

REGISTER HERE

Note: Spouses and partners are welcome to attend this workshop on a space-available basis. Please contact benefits@uw.edu to register your spouse/partner.


UWSRP: UW Supplemental Retirement Plan Workshop

Who should attend: Employees who were eligible for the University of Washington Retirement Plan (UWRP) prior to March 1, 2011 and who, at the time of retirement, anticipate being at least age 62 with at least 10 years’ continuous participation in the UWRP.

Most UW Retirement Plan (UWRP) participants know that by contributing to their retirement plan, the UW matches employee contributions 100 percent and the employee invests total contributions into UWRP-approved funds. Not everyone realizes that there is a second part to the UWRP—the UW Supplemental Retirement Plan (UWSRP). This workshop provides an explanation of the UW Supplemental Retirement Plan (UWSRP), the eligibility requirements, and details on how the UWSRP benefit is calculated.

REGISTER HERE

Note: Spouses and partners are welcome to attend this workshop on a space-available basis. Please contact benefits@uw.edu to register your spouse/partner.