Skip navigation - Jump to main content

Retirement & Savings Workshops

The Benefits Office offers workshops to help you plan for retirement. Workshops are geared toward your specific retirement plan (PERS 1, 2 or 3, UWRP, LEOFF, or TRS). Spouses and partners are welcome to attend with you.

Investment Workshops

Social Security:  A Foundation for Planning Your Future

Do you know what benefits to expect from Social Security and when they will be available to you and your family members? Attend this seminar to gain a better understanding of how the Social Security and Medicare systems work, including:

February 4 | Wednesday | 11:00 a.m. - Noon | Health Sciences RR-134 | Register for Section A

February 4 | Wednesday | 1:30 - 2:30 p.m. | Health Sciences T-625 | Register for Section B

February 5 | Thursday | 11:00 a.m. - Noon | Staff Services Building | Register for Section C

February 5 | Thursday | 12:30 - 1:30 p.m. | Staff Services Building | Register for Section D

February 5 | Thursday | 2:30 - 3:30 p.m. | Staff Services Building | Register for Section E


UW Retirement Plan (UWRP)

Retiring from UWRP | Overview

Who should attend: Faculty, librarians and professional staff who are participating in the UW Retirement Plan (UWRP).

REGISTER HERE

This workshop provides a general overview for those who expect to retire within the next year or two.* Spouses and partners are welcome to attend. Sessions are held on Seattle campus. Dates vary.

Topics include:

*Note: Individuals who are planning to retire during the academic year, should register for the expanded workshop which is offered in the spring and fall.


PERS Retirement Workshops

Retiring from PERS Plan 1, 2 or 3

Who should attend: Classified staff, participating in PERS Plan 1, 2 or 3, who are planning to retire within the year.

REGISTER HERE

During this two-hour, practical retirement workshop, you will learn about arranging details of retirement, tailoring benefits to best meet retirement income needs, and continuing medical plans. Timelines, forms, and procedures are discussed, and you’ll receive all of the materials necessary to file for retirement.


PERS Plan 3 Educational Workshop

Who should attend: Employees eligible to participate in the PERS 3 Plan

REGISTER HERE

New PERS-eligible employees have 90 days to decide between PERS 2 or PERS 3 retirement plans. Current PERS 3 members can use the information to make investment changes and learn about updates to the plan. Information includes:

 

Prepare to Retire
Topics