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Retirement seminars

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 core and voluntary retirement plans.

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.

Upcoming seminars

In-person seminars  |  On-demand seminars

When What Where Register More about this seminar
In-person seminars

Financial Wellness

Ongoing Budgeting, saving, investing, and more View all available seminars Registration available on page About financial wellness seminars

MU / MU Health / UM System central administration - Pre-retirement

09/26/2016
9:00 - 11:00 a.m.
Pre-retirement seminar General Services Building
Room 194A
These seminars have reached capacity and are no longer open for registration. About the pre-retirement seminar
09/26/2016
2:00 - 4:00 p.m.
Pre-retirement seminar General Services Building
Room 194A
09/27/2016
1:30 - 3:30 p.m.
Pre-retirement seminar General Services Building
Room 194A
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09/28/2016
3:00 - 5:00 p.m.
Pre-retirement seminar Memorial Union South, Jesse Wrench Auditorium, S107

UMKC - Pre-retirement

09/14/2016
1:30 - 3:30 p.m.
Pre-retirement seminar Student Union
Room 401 BC
Volker Campus
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09/15/2016
10:00 a.m. - Noon
Pre-retirement seminar Health Sciences Building, Room 3301
Hospital Hill Campus
09/15/2016
1:30 - 3:30 p.m.
Pre-retirement seminar Admin Center
Plaza Room
Volker Campus

Missouri S&T - Pre-retirement

09/29/2016
1:30 - 3:30
Pre-retirement seminar Havener Center
St. Pat's Ballroom 206A
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09/30/2016
10:00 a.m. - Noon
Pre-retirement seminar Havener Center
St. Pat's Ballroom 206A
09/30/2016
1:30 - 3:30 p.m.
Pre-retirement seminar Havener Center
St. Pat's Ballroom 206A

UMSL - Pre-retirement

09/19/2016
1:30 - 3:30 p.m.
Pre-retirement seminar JC Penney Building
Room 204
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09/20/2016
10:00 a.m. - Noon
Pre-retirement seminar JC Penney Building
Room 204
09/20/2016
1:30 - 3:30 p.m.
Pre-retirement seminar JC Penney Building
Room 204

Four part retirement series

09/20/2016
4:00 - 6:00p.m.

Financial Planning Jesse Wrench Auditorium, Room S107 Register via SurveyMonkey About the four part retirement series
09/27/2016
4:00 - 5:30p.m.
Social Security Jesse Wrench Auditorium, Room S107 Register via SurveyMonkey About the four part retirement series
10/05/2016
4:00 - 6:00p.m.
Estate Planning Jesse Wrench Auditorium, Room S107 Register via SurveyMonkey About the four part retirement series
10/12/2016
4:00 - 6:00p.m.
Retirement Planning Jesse Wrench Auditorium, Room S107 Register via SurveyMonkey About the four part retirement series
On-demand online seminars

Retirement plans

On demand Types of retirement plans: Defined Benefit vs. Defined Contribution Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Employee Retirement Investment Plan (ERIP) Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Voluntary Retirement Plans (VRPs) Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Retirement eligibility and the Defined Benefit Plan Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Deciding how your pension is paid Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand How to use the online pension calculator Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Returning to work after retirement Log in and launch the seminar in myLearn No registration required About on-demand online webinars

Retiree insurance

On demand Insurance in retirement: Planning and premiums Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Insurance in retirement: Medical and Medicare Log in and launch the seminar in myLearn No registration required About on-demand online seminars
On demand Insurance in retirement: Other benefits

Log in and launch the seminar in myLearn

No registration required About on-demand online seminars

Financial Wellness

Live and on demand Budgeting, saving, investing, and more View all available seminars Registration available on page About financial wellness seminars

 

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.

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, 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 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 and Death (RDD) Benefit Plan (i.e., the pension plan). 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 >> Benefits >> 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. Generally, this series is offered two times per year, and employees who are known to be within 10 years of retirement are sent email invitations. If you don't see a set of dates listed at the top of this page, then you may contact retirement@umsystem.edu to inquire when the next series is scheduled.

  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. Social Security (part 2 of 4)
    Learn about how Social Security works, what to expect, and when to contact them.
  3. Estate Planning (part 3 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. 
  4. University Retirement Plan (part 4 of 4)
    An overview of the UM Retirement, Disability and Death (RDD) Benefit Plan (i.e., the pension plan). 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.

Please note, this four-part seminar series does not cover potential changes that might result if the Board of Curators votes to approve the retiree insurance recommendations; instead, it addresses the current retirement process and requirements.

About attending online webinars

On-demand seminars

The UM System's Retirement Program offers on-demand seminars that you may watch at your own pace from the convenience of your own computer. They are listed at the top of this webpage. Anyone with an Internet connection should be able to view these seminars. If you are having trouble, please contact the HR Service Center by phone at (573) 882-2146 or by email at hrservicecenter@umsystem.edu.

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, 15KB).

About financial wellness seminars

In-person seminars

On-campus financial wellness seminars and workshops cover a variety of topics and new events are always being added. In-person seminars are offered on all campuses at different times throughout the year. Access the complete list of in-person seminars currently available.

Online seminars

Building a solid financial foundation is important, so Fidelity and TIAA offer free live and on-demand webinars to help you become financially well. Live seminar topics are offered multiple times to accomodate your schedule, and on-demand seminars are always accessible, whenever and wherever you might be. Regardless of your experience, these resources will give you the information you need to move toward your investment or retirement goals. Access the complete list of live or on-demand online seminars currently available.

Reviewed August 25, 2016.