Education and Retirement Planning Services

Education and Retirement Planning Services

Here at Portland State University, 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 how”
  2. “I don’t want to think about it”
  3. “Between my savings and my 401(k), I’ll be fine”
  4. “The Government will take care of me”
  5. “My finances are a mess”
  6. “I don’t have enough money to get started”
TIAA Consultant
Fidelity Consultant
Oregon Savings Growth Plan Consultant
Oregon Savings Growth Plan workshop
Webinars
PERS resources
ORP resources
 
 

Phone-based Consultations with Retirement Consultants

We have retirement consultants that will meet with you either virtual 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 TIAA representative either make an appointment online or call 800.732.8353

To meet with a Fidelity representative either make an appointment online or call Ronald Elia at 800.642.7131

To meet with an Oregon Savings Growth Plan representative either make an appointment online or call Charles Yu Tel: 503.997.3412


Other Helpful Resources

Oregon Savings Growth Plan Workshop

Meet your OSGP rep

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

Register to attend a webinar session through 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.