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Self-Managed Plan Pre-Retirement Seminar (Naperville)

Self-Managed Plan Pre-Retirement Seminar (Naperville)

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Posted: 
January 16, 2015
seminar

                                                    Wednesday, April 4, 2017

SURS is offering a "Self-Managed Plan Pre-Retirement" seminar for members both active and inactive who are two to three years away from retirement. The one-day seminar will be held at the SURS office located within the NIU-Naperville Outreach Center in Naperville, IL.

The seminar will be from approximately 9:30 A.M. to 2:30 P.M. The enrollment fee is $20 per member and $10 for a non-member guest. Lunch will be provided. Registration is required. If fewer than 20 people register, the seminar will be canceled. Those registering will be notified.

Registration is currently limited to members who are 45 years of age or older.
To register, please log in to your SURS member webpage and click on the seminar registration link in the Attention box. If you do not have access to a computer or would prefer to register by phone, please call 800-275-7877 and speak to a Member Service Representative.

Sample Agenda:
9:30 Introduction
9:35 Social Security Overview
  How your Social Security benefit is affected by SURS, and other general Social Security information.
10:45 Break
11:00 Insurance
  Retiree eligibility, coverage, and dependent information for both State of Illinois Insurance and the College Insurance Plan.
11:45 Lunch
12:15 SURS Self-Managed Plan
  Navigating your SMP account to retirement...procedures and applications.
1:15 Break
1:30 TIAA (via webinar)
  Ken Wolinksi, TIAA
2:00 Principal (via webinar)
  Shelly Franklin, Principal
2:30 Adjourn
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