Retirement Seminars

Estimate your pension benefits with the online Retirement Calculator


Free 1-on-1 Financial Counseling from Fidelity and TIAA-CREF

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The Total Rewards Retirement Program offers a number of in-person and online seminars to help actively employed faculty and staff, as well as retirees, understand the university's retirement core and voluntary plans.

The following table lists upcoming seminars. You can read about each type of seminar (including those not currently scheduled) at the bottom of this webpage.

Still have questions? We'd love to help. Schedule an appointment with the Total Rewards Retirement Department by calling (573) 882-9810 or (800) 488-5288 (toll-free), or by emailing us at retirement@umsystem.edu, and briefly describing your goals or concerns.

Upcoming seminars

When What Where Register More about this seminar
Employee Retirement Investment Plan (ERIP)
On demand Employee Retirement Investment Plan (ERIP) Start the webinar now No registration required About on-demand online webinars
Medicare
On demand FAQs about Medicare: Active Employee Start the webinar now No registration required About on-demand online webinars
On demand FAQs about Medicare: Retired Employee Start the webinar now No registration required About on-demand online webinars
On demand FAQs about Medicare Part D (Prescription Drug Program) Start the webinar now No registration required About on-demand online webinars
Retirement, Disability and Death Benefit Plan (RDD)
On demand Retirement Eligibility and the Defined Benefit Plan Start the webinar now No registration required About on-demand online webinars
On demand Retirement Payment Options online webinar Start the webinar now No registration required About on-demand online webinars
On demand How Do I Start the Retirement Process? online webinar Start the webinar now No registration required About on-demand online webinars

 

About the seminars

1-on-1 Financial Counseling Sessions

As part of the university's voluntary retirement plan offerings, employees are eligible for a FREE, confidential financial counseling session. Ask questions about retirement, learn about investment options, create an action plan, etc. Convenient appointments are available on each campus with representatives from Fidelity and TIAA-CREF.

A one-on-one consultation provides guidance to help you maximize your retirement savings and plan for other goals. Retirement representatives are seasoned financial professionals, on staff with Fidelity and TIAA-CREF, and are non-commissioned to ensure that UM employees receive unbiased information. The Retirement representatives can meet at your convenience -- at a designated location or over the phone. Best of all, there is no fee for this added benefit! Whether your retirement is many years away or just around corner, schedule a one-on-one consultation to:
 

  • Ask questions about saving for retirement and other goals
  • Evaluate investment choices that meet your needs 
  • Create an action plan to get and stay on track for retirement 
  • Review retirement income options

 

Caring for Your Family Seminar/Webinar

This seminar is offered by Fidelity, the plan administrator for the university's core retirement plans and voluntary retirement plans.

 

Pre-Retirement Seminar/Telepresence

This free seminar is designed for faculty and staff 10 years or less from retirement. It is a single session offered multiple times throughout the year and provides an overview of the UM Retirement, Disability & Death (RDD) Benefit Plan. Learn about the retirement plan available to active employees hired prior to Oct. 1, 2012, or those returning benefits-eligible employees who were vested when they left the university but did not take a retirement plan distribution. In addition, this seminar will help you review your personal estimate of your pension benefits, if you elect to calculate one through the online Retirement Calculator.

Note: Be sure to run an online estimate before the seminar using the online Retirement Calculator available through myHR (navigate to Main Menu >> Self Service >> Personal Information >> Retirement Calculator Links).

 

Retirement Seminar Series

This free four-part seminar series is designed for faculty and staff 10 years or less from retirement. You are encouraged to register for the entire series. Also, you are welcome to attend with your spouse or partner so you can plan your future together.

  1. Financial Planning (part 1 of 4)
    Learn about techniques to better plan for your financial future. We will discuss reaching your financial goals, why you should save early and often, investment choices, and holding steady in a stormy market.
  2. Estate Planning (part 2 of 4)
    Estate planning involves your assets (your property), and the various forms of ownership and titles that those assets may take. Topics covered will include estate planning, health care directives, living wills, transferring assets, and trusts. 
  3. Social Security (part 3 of 4)
    Learn about how Social Security works, what to expect, and when to contact them.
  4. University Retirement Plan (part 4 of 4)
    An overview of the UM Retirement, Disability and Death Benefit Plan, and a review of how to better understand your personal estimate if you elect to calculate one using the online Retirement Calculator in myHR.

 

 

About attending online webinars

On-demand webinars

The UM System's Retirement Program offers on-demand webinars that you may watch at your own pace from the convenience of your own computer. Anyone with an Internet connection should be able to view these webinars. If you are having trouble, please contact

Telepresence

Telepresence events are not like other webinars that you can join from your computer. Telepresence events require attendance at conference rooms specified by campus.

WebEx

Fidelity's webinars are offered via the online program called WebEx. Instructions for using WebEx (PDF).

Reviewed 2014-12-17.