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Retirement Planning Conference

Retirement Planning Conference- Spring & Fall Seminars

The Retirement Planning Conference is intended to assist UIC faculty, staff, and families in planning for retirement by providing information and access to resources. Retirement planning can never start too soon. Whether you are planning on retiring in three years or thirty years these seminars will offer information that assists you in preparing for your retirement


University Human Resources offer a series of FREE Retirement Planning Seminars to provide information on SURS, as well as the University of Illinois Supplemental 403(b) Retirement Plan and the State of Illinois Deferred Compensation (457) Plan. The SURS, 403(b) and 457 representatives will lead the seminar discussions. Seminars are generally offered twice a year.

If you would like further information about the different retirement plans, visit Retirement & Investment Plans.

If you would like information about various proposed bills that would affect our pensions, this information website developed by University Human Resources office is available at: https://nessie.uihr.uillinois.edu/cf/policies/index.cfm?Item_ID=4534

UIC Retiree Guide details the university’s academic, cultural, and social opportunities available to you and special services that you may use. This Retiree’s Guide will tell you where and how you can find these activities and services, and will provide more information about how our retirees can continue to be part of the University community.Click here for the Retiree Guide.


To ensure that there will be adequate space and resource materials for all participants advance registration is required. The registration is available via NESSIE, 2 months prior to the scheduled Retirement Planning Conferences Click Here


Retirement Planning Conference 2012 - April 14, 2012
Venue: Student Center East

Agenda and Seminar details to follow


Retirement Planning Conference Materials

April 9, 2011

Retirement Income Options – Ken Wolinski, TIAA- CREF

SUAA, State University Annuitants Association - Judy Curry, SUAA

Retirement Steps and Guidelines- Tim Gavin, UPB Services Center

Retiree Health Plan Overview-Tim Gavin, UPB Services Center

Social Security Benefits and Online Services - Doug Nguyen, Social Security Administration

SURS SMP presentation - Mike Sheppard, SURS

Shifting from Saving to Spending - Jim Stair, Fidelity Investments

SURS Traditional/Portable presentation - Marlys Johnson and Lee Bridges, SURS

What we can do to protect our benefits - Judy Curry, SUAA

Defined Contribution Plans and Life Annuities - John McCrosky

 

April 24, 2010

State Universities Annuitants Association (SUAA) Brochure

Estate Planning,Wills and Trust - Laurence Kline

State of Illinois Retiree Health Plan Overview - Wayne McClain,UHR

Retirement Steps and Guidelines- Tim Gavin

Valuable website s for Illinois Retirees

Social Security Benefits and Online Services

Highlights of Employee Benefits


May 30, 2009

Preparing for Retirement - Mike Sheppard and Lee Bridges, SURS

What You Can DO to Protect Your Investments � Judy Curry, SUAA

Finding the Right investment Strategy � Lou Gadoury, Fidelity Investments

Medicare and Social Security: Implications Related to Your SURS Pension � John McCrosky

Understanding the Basics of Retirement Plans - John McCrosky 5-30-09 session

Staying on Track in a Volatile Market-Jolene Benson, TIAA- Cref

 

 


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