Select from the checklists below based on your stage of employment and retirement planning.
For New Employees - covers time-sensitive retirement decisions and actions to take; learn about and enroll in University retirement plans.
For Mid-Career Employees - covers retirement education resources and topics to consider to stay on track with your retirement saving strategy.
For Employees who are Terminating Employment - offers retirement topics to consider if you are leaving employment at the University.
For Employees who are Preparing to Retire - offers topics to consider as you make retirement arrangements with SURS, the 403(b) plan, and the 457 plan.
SURS Retirement Preparation Checklist - SURS has compiled a list of documents to gather and information to consider as you plan to retire.