University of Illinois System
Conference promotional image

University of Illinois System Virtual Retirement Planning Conference

Are you planning to retire or separate from the University of Illinois System? If so, you may be eligible to defer a portion of your vacation leave payout to your University 403(b), State Deferred Comp 457 Plan, or SURS Deferred Comp 457 Plan account. Action is required if you wish to defer your payout.

Sessions for the University of Illinois System Virtual Retirement Planning Conference

Time Event Description
1:00pm to 1:45pm IHR - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

1:00pm to 1:45pm SURS - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

2:00pm to 2:45pm FIDELITY - Session

Topics Include: How an employee’s SURS pension, 403(b), 457, and possibly Social Security fit together to recreate their paycheck in retirement.

Speaker: Sasha Heathman, CFP®, Fidelity Investments Workplace Financial Consultant

2:00pm to 2:45pm TIAA - Session

Topics Include:Whether you plan to retire today or 30 years from now, it’s never too early — or too late — to design the life you want. Let’s explore the steps to getting you there.

Speaker: Gavin Mease, TIAA Financial Consultant

1:00pm to 1:45pm IHR - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

1:00pm to 1:45pm SURS - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

2:00pm to 2:45pm FIDELITY - Session

Topics Include: How an employee’s SURS pension, 403(b), 457, and possibly Social Security fit together to recreate their paycheck in retirement.

Speaker: Sasha Heathman, CFP®, Fidelity Investments Workplace Financial Consultant

2:00pm to 2:45pm TIAA - Session

Topics Include:Whether you plan to retire today or 30 years from now, it’s never too early — or too late — to design the life you want. Let’s never too early — or too late — to design the life you want.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

1:00pm to 1:45pm IHR - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

1:00pm to 1:45pm SURS - Session

Topics Include:Responsibilities, Eligibility, Types of Coverage, Enrollment Process, Premiums, Effective Date, Making Changes, Medicare.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System

2:00pm to 2:45pm FIDELITY - Session

Topics Include: How an employee’s SURS pension, 403(b), 457, and possibly Social Security fit together to recreate their paycheck in retirement.

Speaker: Sasha Heathman, CFP®, Fidelity Investments Workplace Financial Consultant

2:00pm to 2:45pm TIAA - Session

Topics Include: How an employee’s SURS pension, 403(b), 457, and possibly Social Security fit together to recreate their paycheck in retirement.

Speaker: Marlys Johnson, Retirement Counselor, State Universities Retirement System