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Retirement Seminars

The following retirement seminars are offered on a regular basis by the Benefits Office.

For specific information on the scheduling of these seminars for the next semester, or to register for an upcoming seminar, please refer to the Training Calendar.

Retirement Module 1: Making the Most of the Retirement Plan Alternative

Reviews the features and benefits of the 401(a) plan, general fund information, and ways for employees to access the plan such as web, voice response, participant hotlines and 1x1 Counseling.

Participants should walk away understanding the steps required of them to make the most of their mandatory retirement plan.

Audience: Faculty in RPA
Duration: One Hour
Frequency: Twice Yearly
Facilitator: Benefits Office

Retirement Module 2: Fundamentals

This seminar offers a way to decide which funds are appropriate. Employees first learn about mutual funds and how they operate. Next they are introduced to a system that helps them decide which kind of investors they are and what type of mutual funds fit their investment needs. Finally they learn how to measure the success of a mutual fund.

Participants should walk away understanding what kind of risk tolerance they have; basics on mutual funds and finally how to evaluate and measure the different funds.

Audience: All Employees (TSA & RPA)
Duration: One Hour
Frequency: Twice Yearly
Facilitator: Rotating Vendor

Retirement Module 3: How Much do you Really Need for a Comfortable Retirement?

This seminar focuses in on the different sources of income a person has in retirement, including the limitations of SS for University employees, and the impact inflation will have on purchasing power. We then discuss the power of compounding and look at the voluntary savings plans available to NSHE employees.

Participants will walk away understanding the sources of income they will access in retirement and the impact inflation will have on their funds. They will understand how the voluntary retirement plans available at UNR can supplement their income and how to enroll.

Audience: All Employees
Duration: One Hour
Frequency: Twice Yearly
Facilitator: Benefits Office

Retirement Module 4: Exploring your Investment Opportunities

Provides a detailed overview of the funds available through the three plan sponsors. It explains the importance of asset allocation, different fund categories, and how this information can be used to create a sound retirement strategy. Also talks about tools for monitoring and managing portfolios.

Frequency: Twice Yearly (Fall & Spring) (each vendor conducts twice)
Facilitator: Vendor Specific

Retirement Module 5: State of the Market

An update on market conditions for the year, where the market is headed and a look back at historical conditions.

Audience: All Employees
Duration: One Hour
Frequency: Annually
Facilitator: Rotating Vendor

Retirement Module 6: Estate Planning Basics

The importance of having updated beneficiaries on file, etc.

Audience: All Employees
Duration: One Hour
Frequency: Annually
Facilitator: Rotating Vendor

Thinking Retirement??

This seminar is design for employees who are 0 – 5 years out from retirement. It is a discussion of all the items that they should consider as they near retirement, where they will access the information they need, as well as the steps they should take in order to be properly prepared for retirement. This seminar will discuss Phase-In Retirement and Retiree Health Insurance.

Audience: All Faculty Employees (on RPA) 0 – 5 Years from Retirement
Duration: One Hour
Frequency: Twice Yearly (Spring & Fall)
Facilitator: Benefits Office

PERS Pre-Retirement Seminar

Audience: All PERS Participants 0-5 Years from Retirement
Duration: One Hour
Frequency: Twice Yearly (Spring & Fall)
Facilitator: PERS

Social Security Windfall Elimination

Audience: All PERS Participants 0-5 Years from Retirement
Duration: One HOUR
Frequency: Annually
Facilitator: Social Security

If you have questions about the above seminars or scheduling please email Michelle Kelley, Benefits Manager at kelleym@unr.edu.