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Benefits

Workshops: Prepare to retire from UW

It goes without saying, but retirement is one of biggest transitions in your career. If that transition is nearing for your career at UW, attend one — or several — of the retirement workshops organized by the UW Benefits Office. These are designed to help ease the transition for UW employees who are planning to retire within the next 12 months.

Guests (spouse, partner, child) are welcome to attend the workshop as well, provided there’s sufficient space. Contact Benefits to request bringing a guest. Be sure to specify the workshop title and date.

Use the links below to view retirement workshop schedules and register for a time that’s convenient.

Income Strategies for Your Retirement

In this workshop, presented by Fidelity Investments, you’ll learn how to:

  • Address the need for inflation protection versus market risk
  • Identify key portfolio risks
  • Make your money last
  • Balance portfolio risk with investment returns
  • Create a withdrawal strategy to mitigate key risks

Register: Income Strategies

Preparing Your Savings for Retirement

In this workshop, you’ll learn how to:

  • Maximizing your savings as you work
  • Conduct an analysis of your income and expense
  • Maximize your income sources
  • Understand the impact of health care costs on your retirement savings
  • Use estate planning tools

Register: Preparing Your Savings

Retiring from a DRS plan (PERS, TRS, or LEOFF)

This workshop is intended for employees who have a Department of Retirement Systems (DRS) plan including:

  • Classified staff who are participating in the Public Employees Retirement System (PERS) plans 1, 2, or 3
  • Faculty who are participating in a Teachers’ Retirement System (TRS) plans 1 or 3
  • Law enforcement officers who are participating in an Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF) plan 2

This three-hour workshop covers:

  • Retirement eligibility
  • Retirement income options
  • Completing the UW and DRS retirement applications
  • Notifying your department about your separation due to retirement
  • Retiree medical, dental, life insurance choices and enrollment
  • Applying for Medicare, if applicable
  • VEBA sick leave cash out benefit
  • Working after retirement

Register: Retiring from DRS 

Retiring from UWRP: An Overview

This workshop is intended for faculty, librarians, and professional staff who are participating in the UW Retirement Plan (UWRP).

This three-hour workshop covers the following topics:

  • Retirement eligibility
  • Completing the UW retirement application
  • Notifying your department about your separation due to retirement
  • Retiree medical, dental, and life insurance
  • Applying for Medicare, if applicable
  • VEBA sick leave cash out benefit, if applicable
  • Working after retirement

Register: Retiring from UWRP

Social Security: A Foundation for Planning Your Future

Do you know what benefits to expect from Social Security and when they’ll be available to you and your family members? Attend this seminar to gain a better understanding of how the Social Security and Medicare systems work. Get answers to your questions, including:

  • What are the eligibility requirements for Social Security?
  • How does early retirement affect your benefits?
  • What programs are administered under the Social Security Act?
  • What is the future of Social Security?
  • When do Social Security and Medicare benefits begin?
  • How to use your “my Social Security” Online Account and other online services.

This workshop is presented by a representative from the Social Security Administration (SSA).

Before you attend the workshop: The SSA requires that you bring a printed copy of your Social Security Benefit Statement with you to this workshop as this important tool will be referenced during the workshop. To download a copy, access your social security account at the official SSA website.

Register: Social Security Planning

UWSRP: UW Supplemental Retirement Plan Workshop

This workshop is intended for employees who were active participants in the UW Retirement Plan (UWRP) on February 28, 2011 and who, at the time of retirement, anticipate being at least age 62 with at least 10 years’ continuous participation in the UWRP.

Most UWRP participants know that by contributing to their retirement plan, the UW matches 100 percent of their contributions, and that the employee invests total contributions into UWRP-approved funds.

However, not everyone realizes that there is a second part to the UWRP — the UW Supplemental Retirement Plan (UWSRP). This workshop provides an explanation of the UWSRP, the eligibility requirements, and the details about how the UWSRP benefit is calculated.

Register: UWSRP workshop