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Education and Retirement Planning Services

Here at Ãå±±½ûµØ, we have many options to educate and empower our employees to establish a retirement portfolio that is right for you and your family. There are many reasons why people don’t save for retirement. The top six are listed below:

  1. “I don’t know howâ€
  2. “I don’t want to think about itâ€
  3. “Between my savings and my 401(k), I’ll be fineâ€
  4. “The Government will take care of meâ€
  5. “My finances are a messâ€
  6. “I don’t have enough money to get startedâ€
TIAA Consultant
Fidelity Consultant
Oregon Savings Growth PlanÌýworkshop
Webinars
PERS resources
ORP resources
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Meet with Retirement Consultants

We have retirement consultants that will meet with you either virtually or by phone. They are here to assist in establishing a retirement portfolio or to make sure that you are currently on track for retirement.

To meet with a TIAAÌýrepresentativeÌýeither Ìýor call 800.732.8353

To meet with a FidelityÌýrepresentativeÌýeitherÌýÌýor call Ronald Elia at 800.642.7131

To meet with an Oregon Savings GrowthÌýPlan representativeÌýeitherÌýÌýor callÌýTim Ertz Tel: 503.997.3412


Other Helpful Resources

Oregon Savings Growth Plan Workshops

Webinars

TIAA offers financial education webinars.

  • Investing in Your Future
  • Living in Retirement
  • Planning for Today and Tomorrow
  • Savings for Life's Milestones
  • Spending Within Your Means

Ìýthrough the TIAA Webinar Lounge.
Note: You will need to login or create a user account before the list of webinars is available for registration.

PERS Resources

PERS offers a variety of education sessions to assist members with the planning and preparation process.

ORP Resources

Plan administrators for ORP plans provide educational materials and information on their websites.