Human Resources: Retirement
The University of Portland has a long-standing relationship with its retirement provider, TIAA, providing a myriad of helpful resources to assist UP employees in planning for retirement.
TIAA Counseling SessionsTIAA investment counselors will be on campus for individual financial counseling sessions with University employees for the following dates:
| April 12th, 13th & 14th||Patrick J. Egan||Orrico Hall, 101|
| June 15th & 16th||Patrick J. Egan||Orrico Hall, 101|
| August 16th & 17th||Patrick J. Egan ||Orrico Hall, 101|
Go to www.tiaa-cref.org/schedulenow or call TIAA at (877) 842-2028, press 5 to schedule an appointment today.
Retirement Lunch & Learn Series
In addition to individual financial counseling sessions provided by TIAA, the Office of Human Resources will again coordinate a series focusing on developing a holistic approach to retirement readiness during the 2015-2016 academic year. This series is geared towards faculty and staff who are 55 years of age or older. Below you will find a power point summaries of the the 2014-2015 sessions.
This session will help you to begin to align your retirement goals and aspirations with a sound savings plan.
Presented by TIAA. Retirement 101 Presentation Notes|
| Emotional Aspects of Transitioning to Retirement:
Compelling and challenging, the retirement process involves transitioning to a new identity. This process can become self-empowering and lead to creative ways to thrive.
Presented by Cascade Centers Inc. Transitioning to Retirement Presentation Notes|
| Planning for Social Security Income in Retirement:
Social Security is the foundation for a comfortable retirement but you also will need other savings and investments. This session will focus on finding the right combination of social security benefits and retirement savings.
Presented by Multnomah Group. Planning for Social Security Income in Retirement Notes|
| Understanding Medicare:
Unraveling the mysteries of Medicare healthcare coverage.
Presented by Kaiser Permanente. Understanding Medicare|
|A Guide to Your Retirement Income Options with TIAA: The seminar will focus on helping employees understand how they can create income from their TIAA retirement plan assets by providing in-depth description of the following Income Choices: Lifetime Annuity,Systematic Withdrawal, Interest-Only Payments, Fixed-Period Annuity, Required Minimum Distributions. This presentation will include tips on how employees can begin to build with confidence a retirement income plan that starts with a budget (Essential expenses, Protection expenses, Discretionary expenses and Unique expenses). Retirement Income Options|
Manage Your TIAA Account OnlineVisit TIAA website and follow the simple instructions to sign up for access to your retirement accounts online. If you have any questions, please contact Nicole Bresnahan at firstname.lastname@example.org.