Thursday, May 16, 2024
Medicare and Senior Health Insurance Information Program (SHIIP) Resources
Dayle Nickerson, Joan Grabenstetter, Bruce Johnson, and Robert Bergmann, SHIIP
Slides & Handouts
- Presentation Slides
- Medicare Checklist for New Beneficiaries
- Getting Ready to Retire: Health Insurance Issues
- Medicare Deductibles, Coinsurance, and Premiums
- Medicare Basics
- Medicare Supplement Open Enrollment Guarantees
- Medicare Supplement Changes in 2020
Iowa State University Benefits
ISU Benefits Team
Slides & Handouts
Social Security presented by TIAA
Kelsey Summers, Jake Zehr, or Jesse Dusablon
- Presentation (1 p.m. - 2 p.m.)
- Please use the presentation link that was emailed to you after registering to access the session!
Q&A After Social Security Presentation!
Mentally Preparing for Retirement
Lars Peterson (EFR)
- Kahoot Instructions (Please access this 15 minutes prior to the start of the presentation)
- Presentation Zoom Link (3-4 p.m.)
Friday, February 16, 2024
Iowa Public Employees' Retirement System (IPERS)
Slides & Handouts
TIAA Retirement Income Options
Kelsey Summers, Jake Zehr, or Jesse Dusablon
Slides & Handouts
Additional Retirement Resources
- Preparing for Retirement
- A Voluntary Retirement Savings Plan allows you to contribute additional funds to your retirement on a tax-deferred, or after-tax (Roth) basis. Even with Social Security, pension plans, and savings accounts it can be difficult to save enough for retirement. A voluntary savings account can be a useful asset in helping you prepare for retirement.
- “Don’t Let Surprises Spoil Your Retirement” is currently available for viewing in Learn@ISU. During this Council Seminar Series Event in May, Barb Wollan, human sciences specialist in family finance, discussed costs employees will experience in retirement related to issues their employer takes care of while they are working, what current low inflation rates may mean, and more.
Wellbeing Category: