UCCS: Hatch a Plan for Your Nest Egg

Learn about CU's mandatory retirement plans through presentations and discussions with professionals from TIAA-CREF and the Public Employees' Retirement Association.

PERA

Join PERA 9:30-10:30 a.m. at their booth to speak with a PERA professional.

Preparing for Retirement with PERA presentation
10:30 a.m. - Noon

This 90-minute presentation outlines:

• how a PERA monthly lifetime benefit is calculated;
• annual increases on the benefit;
• choices upon terminating PERA-covered employment;
• built-in survivor and disability benefits;
• access to 401(k) and 457 voluntary tax-deferred savings plans;
• availability of post-retirement health insurance plans;
• and much more.

Attendees also will be able to review the retirement application process for the PERA DB plan, and learn about required PERA retirement forms and post-retirement issues.

TIAA-CREF

TIAA-CREF financial consultants will be available to meet at their booth from 1:30 - 2:30 p.m.

Understanding the 401(a) Retirement Plan and Investment Options presentation
12:30 - 1:30 p.m.

At this presentation, you'll learn:

• the 401(a) Plan structure, design and features
• how to manage your account
• available resources and advice
• basic investments terminology
• the three tier approach to investment selection
• target date funds and the core investments
• how to access the self-directed brokerage option
• how to enroll in the CU 403(b) Voluntary Retirement Plan