Retirement & Investment Plans
Webinars and Seminars
There are a number of webinars and face-to-face retirement educational opportunities for you to attend.
State Universities Retirement System (SURS) Plan Choice Webinar - these webinars are for Tier II members who have not yet made a retirement plan choice. Tier II members are SURS participants who first began their SURS (or other eligible Illinois reciprocal system) participation on or after January 1, 2011. New employees are encouraged to attend a session as soon as possible.
Retirement Planning and Investment Seminars - these seminars are presented by SURS and 403(b)representatives. Seminars are generally offered twice a year at each campus, and cover various topics for beginning and more advanced investors.
403(b) & SURS SMP One-on-One Counseling - representatives from Fidelity and TIAA-CREF, the investment companies for both the 403(b) Plan and the SURS Self-Managed Plan (SMP), are regularly available on each campus to hold FREE counseling appointments with participants and prospective participants in the 403(b) and SURS SMP plan.
SURS One-on-One Counseling (PDF Format) - learn more about when you will be eligible to request an appointment with a SURS counselor and the steps you will take to complete the retirement process.
Both investment companies also offer self-guided web seminars on a variety of investment topics:
Fidelity Investments E-Learning
TIAA-CREF Web Seminars