UPbeat

News for and about University of Portland faculty and staff.

Andy Sherwood

Brown Bag Retirement Readiness Discussion, Oct. 22

hThe Office of Human Resources will be coordinating a five-part brown bag lunch 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 and will occur throughout the 2014-2015 academic year. The next session, presented by Cascade Centers Inc., will address the emotional aspects of making the transition to retirement. It will take place on Wednesday, October 22, noon to 1 p.m., in the Terrace Room in Bauccio Commons. Please feel free to bring your spouse or significant other. Refreshments will be provided.

For more information about this educational series visit the HR website or contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

Flexible Spending Account Program Announcement

please_note-feb-24 2As a reminder to all Flex-Plan participants, beginning with the 2014 plan year, all savings under the plan must be used by December 31, 2014, with the exception of up to $500, which can be rolled into the 2015 plan year and used throughout 2015. There will no longer be a 2.5 month grace period.

If you have any questions, contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

TIAA-CREF Counselor on Campus Oct. 14-16

underFeb20The University’s TIAA-CREF investment counselor for employees, Yasemin Under, will be on campus a number of times this fall for individual financial counseling sessions. The next one-on-one counseling sessions will take place on October 14, 15, and 16 in Orrico Hall room 101. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028 (press 5) to schedule an appointment today.

For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

On-Site Flu Shot Clinic, Oct. 14

hFaculty and staff who are covered by Kaiser insurance will have an opportunity to receive a flu vaccine sponsored by the human resources office on Tuesday, October 14, from 10 a.m. to 1 p.m., in Buckley Center room 163. Please remember to bring your Kaiser Permanente membership card and a photo I.D. For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

Flex-Plan Participants Take Note

please_noteAs a reminder to all Flex-Plan participants, beginning with the 2014 plan year, all savings under the plan must be used by December 31, 2014, with the exception of up to $500, which can be rolled into the 2015 plan year and used throughout 2015. There will no longer be a 2.5 month grace period. For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

TIAA-CREF Investment Counseling Sessions, Sept. 16-18

sherwoodThe University’s TIAA-CREF investment counselor for employees, Preston Watts, will be on campus a number of times this fall for individual financial counseling sessions. The next one-on-one counseling sessions will take place on September 16, 17, and 18. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028 (press 5) to schedule an appointment today.

For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

Benefits Renewal Open Forums

please_noteThe human resources office has been working over the summer to negotiate the best possible healthcare renewal for 2015. We will have some important updates to share with you on how this is going and what we should expect with our Open Enrollment this year. HR will host open forums to share what we know thus far. These will take place on Wednesday, September 17, at 9 a.m. in the Waldschmidt Hall 3rd Floor Conference Room; and at noon on Thursday, September 18, in the Terrace Room.

For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

TIAA-CREF Counselor on Campus August 14

please_note feb 24TIAA-CREF investment counselor Preston Watts will be on campus for individual financial counseling sessions with employees on Thursday, August 14, from 9 a.m. to 4 p.m. Sessions will be held in the Orrico Hall room 101. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule a one hour-long appointment. For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

TIAA-CREF Financial Counseling Sessions, June 25-27

payrollTIAA-CREF investment counselor Yasemin Under will be on campus for individual financial counseling sessions with employees June 25, 26, and 27 from 9 a.m. to 4 p.m. Sessions will be held in the career services conference room (#101) in Orrico Hall. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule a one hour  appointment. For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

 

 

 

TIAA-CREF Counselor on Campus April 15, 16, 17

DanielsonTIAA-CREF investment counselor Braden Danielson will be on campus a number of times this spring for individual financial counseling sessions with employees. His next dates will be April 15, 16, and 17. Go to www.tiaa-cref.org/schedulenow or call TIAA-CREF at (877) 842-2028, press 5 to schedule an appointment today.

For more information contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.