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SURS:News & Events:News Features

News Features


Self-Managed Plan Education Seminars
06/16/2010

SURS is offering two Self-Managed Plan (SMP) Education Seminars. These popular seminars are scheduled for:

September 23 from 9:30 A.M. - 4:30 P.M.
November 18 from 9:30 A.M. - 4:30 P.M.

Lunch will not be provided

Topics will include:

Social Security
A Social Security representative will be available to discuss your eligibility for Social Security and Medicare, how your Social Security benefit is affected by SURS, and other general Social Security information.

Insurance
An insurance representative will present information on eligibility, coverage, cost, and dependent information for both state of Illinois Insurance and the College Insurance Plan (CIP).

Self-Managed Plan

  • Self-Managed Plan statistics
  • Purchasing additional service credit cost, availability, ways to purchase, how the purchase may benefit you
  • How to transfer your funds and reallocate your contributions
  • Applying for your retirement benefit
  • Contacting Fidelity and TIAA-CREF
  • Use of the Self-Managed Plan Participant Website
  • Presentations by Fidelity and TIAA-CREF. These presentations will provide information on market volatility and the importance of asset allocation and diversification. They will help convey economic perspective and provide education on how to structure your retirement contributions.

Seminars will be held at the SURS office in Champaign (map/directions). There is no fee to attend. Please contact Karen Maggio by phone at 217-378-8813 or email (kmaggio@surs.org) to register.



 
Board Members

Jeffrey Beaulieu
Matthew Berns
Patricia Cassidy
John Engstrom
J. Fred Giertz
Carrie Hightman
Dorinda Miller
Steven Rogers
Antonio Vasquez
Mitchell Vogel
Marva Williams

Calendar

Investment Committee Meeting
October 28

Thanksgiving Break
November 25 & 26

Committee Meetings
December 9

Board Meeting
December 10

Christmas Break
December 24

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