Throughout the year, the Benefits Staff offers informational seminars and hosts events that pertain to the needs of our employee and retiree population. New employees can attend an informative afternoon session on all aspects of their benefit options and updates as needed after initial employment. We host sessions with retirement experts, Medicare and Social Security representatives, and faculty members who have expertise in health, wellness, social and legal issues.
University System Of Georgia Announcement for Important Enhancements to the USG Retirement Plan
Current Event:
AIG Retirement Services offers educational workshops that introduce general financial principles that can be of interest to you at any stage of your career or financial planning process
Join the Benefits Department and AIG Retirement Services educational workshops that will inform and encourage you to make a plan and stay on track with saving for your financial future.
Workshops will be offered to all employees. Registration is required.
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Retirement Strategies for Women
Focusing on overcoming the financial hurdles specific to women as they plan and invest for the future. This workshop emphasizes the importance of having a personal plan, a sound strategy, and a consistent approach to saving.
Financial Wellness
Financial wellness focuses on our ability to manage all aspects of our financial life. At times it can feel difficult and complicated to get our finances under control. By attending this workshop you can learn how to gain control over your financial life and become more productive in other areas of your life, including your ability to focus on family, friends, and work
Social Security and Your Retirement
Social Security is an important element in retirement planning. This workshop explores the cost of retirement as well as options for claiming and maximizing Social Security Benefits and how to bridge possible income gaps.
Conquering Student Loan Debt
Education is essential to remain competitive. It can be very expensive and is often financed through borrowing. That debt could become a huge financial liability, even many years after graduation. This workshop discusses strategies that can assist, lessen, or even eliminate student loan debt.
To attend a workshop please click on the link to register for the workshop you will attend.
Retirement Strategies for Women
July 16, 2020
Social Security and Your Retirement
July 29,2020
Financial Wellness
August 13, 2020
Conquering Student Loan Debt
August 26, 2020
To schedule consultation with AIG Financial Advisor, Eden Schwallier
Fidelity Workshops
Join the Benefits Department and Andrea Leota, CFP with Fidelity Investments, for three educational workshops that will help you understand the basics of investing and how to create a plan for saving for your financial future.
Workshops will be offered to all employees. Join us on the Web. Registration is required for all workshops.
Quarterly Market Updates
May 15, 2020 – For All Employees (advanced investors)
This presentation provides a market overview and provides an in-depth analysis of the outlook for the global, U.S., international, and fixed-income markets. It will also provide insight into asset allocation themes.
Five Money Musts
May 18, 2020 – For All Employees
If you’re just starting to think about how to manage your money. Learn about five basic money concepts to help you start your financial journey on the right foot.
Market Volatilty
May 19, 2020 – For All Employees
With the market’s recent downturns, you may be concerned about the retirement savings you’ve worked so hard to build potentially being in jeopardy.
Join our Navigating Market Volatility webinar and get answers to questions like these:
- Should I change how I’m invested in something less risky?
- Should I move to cash right now?
- How do I pull my money out of the market?
- Why should I put more into my retirement savings plan?
To schedule a consultation with Fidelity Investment Retirement Planner Andrea Leota please visit:
Money Monday
Money Monday are monthly financial education workshops with a WebEx format which will be broadcast to the entire USG. These workshops provide:
Guidance to employees who may be stressed about economic conditions, market fluctuations, and their personal finances.
Education about benefits in the context of personal financial planning including saving, investing, debt management, and planning for the unexpected.
Offer information and resources that empower employees to:
- Take greater responsibility for retirement, saving, and investing decisions
- Handle stressful financial situations that decrease productivity
- Better understand organizational and benefit changes
- Plan around personal life events
When does the program occur? Last business Monday of every month.
What type of topics are covered? Stretching final pennies, Prep next paycheck.
Where does the program occur? Rotate location every month for a live presentation
Can employees attend remotely? Live stream for the system-wide web conference.
Date & Time
Topic
Vendor & Location
February 24 @12pm
CAPTRUST @ Georgia Gwinnett College
April 27 @12pm
TIAA @ College of Coastal Georgia
June 29 @12pm
Valic @ University of North Georgia
September 28 @12pm
Valic @ Fort Valley State University
October 26 @12pm
Fidelity @ University System Office – ITS Athens
November 16 @12pm
Valic @ Abraham Baldwin Agricultural College
December 14 @12pm
TIAA @ Kennesaw State University
TRS New Member Workshops
The Benefits Department will host two TRS New Member Workshops this semester for employees that want to learn the basics about TRS membership. As you begin your career in the University System, it is important to plan early for your retirement and stay abreast of new information and legislation that may affect your retirement benefits.
TRS New Member Workshop
For Employees with 0- 9 years of service
Topics discussed during this workshop include:
- Understanding a defined benefit plan
- The four W’s of TRS (Who we are, What we do, When are milestones, Why this benefit is so important)
- Payroll contributions: employee and employer’s
- The importance of being vested
- Service credit: the different types, how/when/why to purchase
- Survivor benefits
- Disability
- Withdrawing your account
- Resources to help you be successful
Mon, May 18, 2020
10 a.m. – 11:00 a.m.
WebEx
Unable to attend on these dates?
TRS also offers this workshop in your community. To sign up go to http://www.trsga.com/home
Click on the Account Login button above, select “Active Member”, login, and click on Appointment/Event Registration. Pick the event and time of your choice. You will receive an automatic e-mail confirmation upon your successful registration.
TRS Mid-Career Workshops
The Benefits Department will be host two TRS Mid-Career Workshops this semester for employees that want to learn the basics about TRS membership.
As you continue your career in the University System, it is important to revisit your retirement plan and stay abreast of new information and legislation that may affect your retirement benefits. This workshop will provide you with an overview about the services TRS offers, along with an update on what’s going on in the retirement arena, at TRS and in the state legislature.
TRS Mid-Career Workshop
For employees with 10-24 years of service
Topics discussed during this workshop include:
- An overview of TRS services and retirement plans
- Financial overview of TRS
- Vesting
- Withdrawing your TRS service
- The difference between being an active vs. inactive member
- Creditable service, including sick leave
- Death in service
- Calculating your benefit
Tue, May 19, 2020
2 p.m. – 3 p.m
WebEx
Unable to attend on these dates?
TRS also offers this workshop in your community. To sign up go to http://www.trsga.com/home
Click on the Account Login button above, select “Active Member”, login, and click on Appointment/Event Registration. Pick the event and time of your choice. You will receive an automatic e-mail confirmation upon your successful registration.
TRS Pre-Retirement Workshops
The Benefits Department will host two TRS Pre-Retirement Workshops this semester for retirement eligible employees. Retirement is within reach and it’s time to get serious about it. This workshop will provide you with the information and resources you need to help you map out your retirement plan.
TRS Pre-Retirement Workshop
For retirement-eligible employees
Topics discussed during this workshop include:
- Planning your retirement date, finances, etc.
- The importance of naming beneficiaries
- Calculating your benefit-the benefit formula
- Applying for retirement-easy steps to make your retirement seamless
- Benefit estimates and counseling opportunities
- Legal considerations and financial planning
- Adjusting to retirement
- Resources to help you be successful
To view your personal TRS account, see your current contribution summary, review beneficiaries and run an estimate to calculate your monthly retirement income, please go to www.trsga.com
Thu, May 21, 2020
10 a.m. – 11 a.m.
WebEx
Unable to attend on these dates?
TRS also offers this workshop in your community. To sign up go to http://www.trsga.com/home
Click on the Account Login button above, select “Active Member”, login, and click on Appointment/Event Registration. Pick the event and time of your choice. You will receive an automatic e-mail confirmation upon your successful registration.
ORP Retirement Workshop
- Why planning for retirement is so critical today
- Important key points to consider as you develop your overall retirement planning strategy
- The retirement savings options available to you through the University System
- How you can benefit from participating in USG voluntary retirement plans
- How to draw income from the Optional Retirement Plan?
- Considerations for developing an income strategy from the Optional Retirement Plan (ORP)
If you can’t attend this workshop but want to make an appointment to discuss your investment options under ORP or any of the USG voluntary plans please go to:
https://hr.gsu.edu/service-centers/benefits/retirement-vendor-appointments/
Thur, March 19, 2020
1 p.m. – 2:30 p.m.
Clarkston Campus
Jim Cherry LRC, Room 1100
Fri, March 6, 2020
1 p.m. – 2:30 p.m.
Main Campus
25 Park Place, Sub Basement, Conference Rm 12
Unable to attend on these dates?
TRS also offers this workshop in your community. To sign up go to http://www.trsga.com/home
Click on the Account Login button above, select “Active Member”, login, and click on Appointment/Event Registration. Pick the event and time of your choice. You will receive an automatic e-mail confirmation upon your successful registration.
USG Benefits in Retirement Workshop
Join the Benefits Department for an informational meeting to discuss USG Benefits In Retirement. During this workshop, the benefits team will provide information about the benefits retirees are eligible for at retirement and the steps that should be taken to make the transition to retirement go smoothly.
Are you considering retirement? See these important resources to help you as you prepare:
- Ready to Retire? Steps to Retirement from the university
- Preparing for Retirement Healthcare Benefits
- TRS Online Retirement Checklist
- ORP Retirement Checklist
USG Benefits In Retirement
For All retirement-eligible employees
Topics discussed during this workshop include:
- Carrying benefit coverage into retirement
- USG Healthcare Options
- Aon Retiree Healthcare Exchange (For Medicare-Eligible Retirees)
- Paying Benefits Premiums
- Other benefits in Retirement
- Open Enrollment for Retirees
Fri, May 29, 2020
10 a.m. – 11:30 a.m.
WebEx
Unable to attend on these dates?
Please view the GSU Pre-Retirement Presentation for information about how to begin the retirement process and other information you need to know about continuing your benefits during retirement.
Office Location
One Park Place, Suite 330
Atlanta, GA 30303
Tel: 404-413-3330
Fax: 404-413-3324
Email:benefits@gsu.edu
Office Hours
Monday-Friday,
8:30 a.m.-5:15 p.m.
Mailing Address
P.O. Box 3982
Atlanta, GA 30302-3982