Human Resources: Retirement
The University of Portland has a long-standing relationship with its retirement provider, TIAA-CREF, providing a myriad of helpful resources to assist UP employees in planning for retirement.
2014-2015 Retirement Brown Bag SeriesThe Office of Human Resources will be coordinating a five part series focusing on developing a holistic approach to retirement readiness. This series is geared towards faculty and staff who are 55 years of age or older. This brown bag series will occur throughout the 2014-2015 academic year and will cover a wide variety of retirement related topics. Below you will find a schedule of the upcoming sessions. Please feel free to bring your spouse or significant other. Refreshments will be provided.
|Tuesday, September 16, 2014, 12 – 1pm,
Hall of Fame Room (Chiles Center)||Retirement 101:
This session will help you to begin to align your retirement goals and aspirations with a sound savings plan.
Presented by TIAA CREF. Retirement 101 Presentation Notes|
|Wednesday, October 22, 2014, 12 – 1pm,
Terrace Room (Bauccio Commons)|| 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|
|Tuesday, November 4, 2014, 12 – 1pm,
Terrace Room (Bauccio Commons)||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|
|Wednesday, January 2015, 12 – 1pm,
Hall of Fame Room (Chiles Center)|| Understanding Medicare:
Unraveling the mysteries of Medicare healthcare coverage.
Presented by Kaiser Permanente.|
|February 2015, Location TBD||Estate Planning: To be as tax efficient as possible for retirement and estate planning, you need a solid understanding of tax rates and their impact on various transactions. In this seminar, a number of income and estate tax planning issues will be explored. Presented by TIAA CREF.|
TIAA-CREF Counseling SessionsTIAA-CREF investment counselors will be on campus for individual financial counseling sessions with University employees for the following dates:
|September 16, 17, 18||Preston Watts||Orrico Hall, 101|
|October 14, 15, 16||Yasemin Under||Orrico Hall, 101|
|November 11, 12, 13||Preston Watts||Orrico Hall, 101|
|December 8, 9, 10||Preston Watts||Orrico Hall, 101|
Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule an appointment today.
Manage Your TIAA-CREF Account OnlineVisit TIAA-CREF's website and follow the simple instructions to sign up for access to your retirement accounts online. You'll need your contract number and personal information to create a secure login. If you do not know your contract number, email Andy Sherwood (email@example.com) to obtain it.