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Retirement Planning info meetings, 9 & 10 a.m., West 231

April 25, 2014 @ 9:00 AM

West 231
PERS PARTICIPANTS 9:00 A.M.
DEFERRED COMPENSATION PLANS (ALL EMPLOYEES) 10:00 A.M.

Jeffrey Dixon-Ross, from the Washington State Department of Retirement Systems will be on campus April 25th from 9:00- Noon for a presentation and individual meetings on PERS 2, 3 and Deferred Compensation Plans.

West 231 at 9:00 AM.
PERS 2 & 3 participants, Jeffrey will cover the following topics:
differences between the two plans
eligibility requirements,
how the benefit is calculated,
early reduction factors,
survivorship options
purchase of additional service credit.

The second half of the session, beginning at 10:00 AM, is open to all staff & faculty with a focus on Deferred Compensation Plans:
Contribution flexibility
Investment options
Distribution options

Employees in PERS 1 are encouraged to meet one-on-one with Jeff from 10:30 a.m.-noon. Other employees may set up a meeting with Jeff also. Please contact Teresa Tritt at 509-372-7253 or teresa.tritt@tricity.wsu.edu to set up an appointment.

Details

Date:
April 25, 2014
Time:
9:00 AM
Event Category: