University of Southern Indiana

Retirement & Financial Wellness Workshops

2021 Virtual Retirement Workshops

Monday April 5, 2021 at 11:00-11:45 a.m. - PERF Workshop: Fundamentals of INPRS with Bob Boxell, INPRS (PERF)

This live workshop is ideal for USI employees that are Public Employees’ Retirement Plan (PERF) participants. Learn about your PERF plan, updating your account, retirement eligibility, annuity and defined benefit (pension) payment options.


Tuesday April 6, 2021 at 11:00-12:30 p.m. - Understanding Social Security with Charo Boyd, Social Security

This interactive workshop is ideal for USI employees and/or their loved ones planning to retire in 5-10 years. Learn how to apply and how age and wages effect the benefit amount. Learn the basic parts of Medicare, Medicare enrollment periods, premiums and how to contact Medicare. 2021 HANDOUT


Thursday April 8, 2021 at 11:00-11:45 a.m. - Paying Yourself: Income Options in Retirement with Michael Dooley, TIAA 

This live workshop is ideal for USI employees on the TIAA plan(s). Learn ways to simplify retirement income. Learn about the basic rules that govern the most common retirement accounts. Gain perspective on when to tap into different assets and discover the flexible income choices TIAA offers. SLIDES


Friday April 9, 2021 at 11:00-11:45 a.m. - The USI Retirement Offering with Wendy Seitz, USI Benefits

This live workshop is ideal for USI employees eligible for USI medical, dental and life retirement benefits. Learn about USI’s retirement policy offerings and transition process from an active employee to a retiree status. SLIDES


Do you need an individual appointment?

INPRS (PERF) Individuals Appointments
Do you have specific questions about your Public Employees’ Retirement Plan? The individual meeting is ideal for USI employees who are within 6 months of retirement. Employees can call 888-286-3544 to request a Retirement Benefit Estimate. Employees should bring their retirement application as well. 

TIAA Individuals Appointments
Do you have specific questions about your TIAA’s Retirement Plan? Call 1-800-732-8353 or https://www.tiaa.org/public/support/contact-us/consultations-seminars to schedule an individual appointment.

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