UPbeat

News for and about University of Portland faculty and staff.

Retirement Brown Bag Series

Retirement Income Options Session With TIAA-CREF, Feb. 10

hThe human resources office will present “A Guide to Your Retirement Income Options” with TIAA-CREF, a seminar that will focus on helping employees understand how they can create income from their TIAA-CREF retirement plan assets, on Tuesday, February 10, 2015, from noon to 1 p.m., in the Terrace Room. A TIAA-CREF representative will discuss lifetime annuities, systematic withdrawal, interest-only payments, fixed-period annuities, and required minimum distributions. Also included will be tips on how employees can begin to build retirement income plans as well as a list of key considerations employees should use in selecting and/or blending income options to meet their unique circumstances.

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

Retirement Brown Bag Session, Feb. 10

retirement150 2The Office of Human Resources has been coordinating a five-part series focusing on developing a holistic approach to retirement readiness, geared towards faculty and staff who are 55 years of age or older. The final session, presented by TIAA-CREF, will talk about how to be as tax efficient as possible for retirement and estate planning. It will take place on Tuesday, February 10, noon to 1 p.m., in the Terrace Room. 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 (http://www.up.edu/hr/) or contact Andy Sherwood, human resources, at 8981 or sherwood@up.edu.

Next Retirement Brown Bag Session: Jan. 28

hThe Office of Human Resources has been coordinating a five part 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. The fourth session, presented by Kaiser Permanente, will talk about how to understand Medicare healthcare coverage. It will take place Wednesday, January 28, from noon to 1 p.m., in the Chiles Center Hall of Fame Room. Employees are welcome to bring spouses or significant others. 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.

Retirement Brown Bag Series: Understanding Social Security Income, Nov. 4

hThe Office of Human Resources is coordinating a five part 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. The next session, “Understanding Social Security Income,” will take place Tuesday, November 4, 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 at http://tinyurl.com/oeuop5w.