Retirement Planning

Retirement Savings Plan Information Session

Facilitators: Megan Boucher and Holly Zanes
Target Audience: Benefits-eligible faculty and staff who are not yet participating in a UVM Retirement Savings Plan.
Time Allotted: 2 hours
PeopleSoft Course Number: BEN016

Overall Objectives: Attendees will learn about the UVM Retirement plan and its design as well as general concepts about investment options associated with the plan. Participants will be better prepared to make informed investment choices with one or more of our retirement vendors.

Learning Outcomes:

Register for this class through the Request Training Enrollment link in PeopleSoft HR Self Service.


Woman to Woman: Postcards from the Future

Facilitators: This workshop is a collaboration between Human Resource Services and TIAA-CREF
Target Audience: Benefits-eligible faculty and staff nearing retirement.
Time Allotted: 2.5 hours
PeopleSoft Course Number: BEN026

Overall Objectives: The Woman to Woman Postcards from the Future workshop is an interactive, engaging financial workshop that will focus on empowerment and action to address financial and retirement planning gaps.  This workshop will be facilitated by a specially trained female financial consultant who is very knowledgeable about women-specific issues and will provide financial educational material that covers topics relevant to women nearing retirement.

Learning Outcomes:

Register for this class through the Request Training Enrollment link in PeopleSoft HR Self Service.


Understanding Your Post-Retirement Medical Benefit

Facilitators: Greg Brown, Holly Zanes and Megan Boucher
Target Audience: Staff and faculty nearing retirement age
Time Allotted: 1 hour
PeopleSoft Course Number: BEN025

Overall Objectives: Join the UVM retirement planning staff for this session and walk away with a clear understanding of the post-retirement medical benefits plan changes that take effect on July 1, 2014. This workshop, designed for those nearing retirement, will help longer-service employees better understand the PRMB cost-share considerations that will help them plan ahead for retirement.

Learning Outcomes:

Register for this class through the Request Training Enrollment link in PeopleSoft HR Self Service.


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