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Retirement Education Seminars (Naperville)

Retirement Education Seminars (Naperville)

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Posted: 
February 1, 2018
Retirement Ahead

There are no seminars scheduled at this time. Please check back later for upcoming dates.

Registration is 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.

Topics will include:

  • Eligibility for retirement
  • Purchasing additional service credit - cost, availability, ways to purchase, how the purchase may benefit you
  • How benefits are calculated under both Money Purchase (if applicable) and General Formula
  • What happens when you pass away
  • Death Benefits - who qualifies, amount payable
  • Survivor Benefits - who qualifies, amount payable
  • Applying for your retirement benefit
  • What happens after you retire - Preliminary Estimated Payment stage (PEP), taxes, Automatic Annual Increase (AAI), returning to work after retirement
  • Using the online Member Estimator
  • Benefits to having a counseling appointment within four years of retirement

Sample Agenda

Time Item Presenter
9:00 a.m. Welcome SURS Representative
9:15 a.m. Social Security Overview Social Security Representative
10:15 a.m. Break  
10:30 a.m. Insurance Overview SURS Representative
11:30 p.m. Lunch  
12:30 p.m. SURS Traditional & Portable Overview SURS Representative
2:30 - 3:00 p.m. Adjourn  
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