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How to Choose Your Retirement Plan

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How to Choose Your Retirement Plan

What Do I Do First?

  • Review Retirement Choice Election workbook.
  • Register for a Plan Choice Election Webinar.
  • Watch Retirement Choice Election video.
  • Discuss your options with your family and your financial advisor.
  • Review the appropriate Member Guide.
  • Complete the Retirement Choice Election form and submit it prior to your 6-month deadline. Election forms are available on the SURS Member Website. To be able to access the Member Website you must have a SURS Member ID number. SURS will issue a Member ID number after receiving an Employment Certificate from your employer.
  • Contact us if you have questions.

Remember, if you do not choose a plan within 6 months, you will be permanently enrolled in the Traditional plan. This may not be a bad choice, but it may not be the best one for you.  While you have 6 months to make this decision, there is a significant difference in the state contribution benefit related to the timing of enrollment in the Self-Managed Plan.