EVENT

CU-Boulder: Hatch a Plan for Your Nest Egg

Wednesday, February 24, 2016
9:30am – 2:30pm
Recreation Center, Multipurpose Room 3, C240 (aka, Ice Overlook Large Conference Room), 1835 Pleasant St.

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