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:
Valic Workshops – Is Your Money On Track? | Conquering Student Loan Debt
Join the Benefits Department, Jeff Young, VP, regional wholesaler, and Eden Schwallier, financial adviser with VALIC, for two 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 at the Atlanta Campus (downtown) and at the Clarkston Campus. Registration is required and seating is limited for each workshop.
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Is Your Money on Track?
For All Employees
In this workshop, you will:
- Learn how to use Retirement Pathfinder, an interactive planning tool to dynamically building a financial wellness plan.
- Get Real-Time Answers: In just a few minutes your financial adviser can generate the answers you need to determine where you stand, and where you might need to make changes.
- Action Steps: Overview of cash and budget management tools and savings & investment options.
*Workbooks and light snacks will be provided.
Conquering Student Loan Debt
For All Employees
In this workshop, you will learn:
- Strategies using repayment plans that make the most sense for you.
- Who is responsible for loan repayment when the borrower dies.
- The consequences of defaulting on a student loan.
Workbooks not available. Light snacks will be provided.
To attend a workshop please click on the link to register for the workshop at the location you will attend.
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Main Campus Student Center West |
Clarkston Campus Building N (Student Center) |
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Is Your Money on Track? Coming Soon |
Is Your Money on Track? Coming Soon |
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Conquering Student Loan Debt Coming Soon |
Conquering Student Loan Debt Coming Soon |
To schedule a consultation with VALIC Financial Advisor, Eden Schwallier please visit:
Fidelity Workshops – Retirement Income Planning | Take the First Step to Investing
Join the Benefits Department and Andrea Leota, certified financial planner with Fidelity Investments, for two educational workshops that will help you understand the basics of investing and how to create a plan for saving for your financial future.
Workshop will be offered at the Atlanta Campus (downtown) and at the Clarkston Campus, as well as two dates you can join a workshop on the Web. Registration is required for all workshops and seating is limited for in-person workshops.
Fundamentals of Retirement Income Planning
For All Employees
In this workshop, you will:
- Understand the financial and personal risk you may face pre-retirement.
- Identify expenses and income.
- Create a plan.
*Workbooks and light snacks will be provided.
Take the First Step to Investing
For All Employees
In this workshop, you will :
- Understand the basics of investing.
- Recognize the importance of asset allocation and diversification.
- Identify your investment approach.
*Workbooks and light snacks will be provided.
To attend a workshop please click on the link to register for the workshop that you wish to attend.
| Main Campus Student Center West 4th Floor, Room 466/468 |
Clarkston Campus Building N (Student Center) Room 2220 |
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Fundamentals of Retirement Income Planning Coming Soon |
Fundamentals of Retirement Income Planning Coming Soon |
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Take the First Step to Investing Coming Soon |
Take the First Step to Investing Coming Soon |
Can’t make the in-person workshops? Join the workshops below on the Web.
Coming Soon
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Coming Soon
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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
Thur, March 12, 2020
10 a.m. – 11:30 a.m.
Clarkston Campus
Jim Cherry LRC, Room 1100
Thur, March 5, 2020
10a.m. – 11:30a.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.
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
Thur, March 12, 2020
1p.m. – 2:30p.m
Clarkston Campus
Jim Cherry LRC, Room 1100
Thur, March 5, 2020
1p.m. – 2:30p.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.
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
Thur, March 19, 2020
10 a.m. – 11:30 a.m.
Clarkston Campus
Jim Cherry LRC, Room 4190
Fri, March 6, 2020
10a.m. – 11:30a.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.
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
Wed, March 18, 2020
10 a.m. – 11:30 a.m.
Georgia State University
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