1. Recommend that your employee review URS brochures and Viewpoint publications, attend a pre-retirement seminar (a current schedule is available on our website) conducted by our Retirement Planning Advisors, review defined benefit annual retirement statements from URS, and request a monthly benefit estimate from our office before retirement. For specific questions about retirement benefits, your employee must contact us directly.
2. Be aware of changes in retirement laws or policies by reviewing periodic URS publications of The Inside Story, or call our office with specific questions. Understand which salaries are, and are not, subject to retirement contributions. Refer to the Compensation Table in the Contribution Reporting section.
3. Instruct your employee to call our Retirement Benefits Department at 801-366-7770 or 800-695-4877 to inquire about retirement eligibility and benefits. Employees will need to provide the following information:
» Name
» Social Security number
» Address and phone number
» Projected last day of work
» Projected date of retirement
4. Instruct your employee to call our Retirement Benefits Department to make an appointment to set up an individual counseling session with a retirement counselor. If your employee visits our office, they will need to bring photo identification for themselves, their spouse, and any other adult who accompanies them. If your employee visits our office without an appointment, they will be referred to an counselor for general information, as soon as one is available. Monthly benefit estimates are not provided if one visits our office without an appointment. Retirement counselors need time to evaluate an account and obtain necessary information to prepare an estimate.
5. Instruct your employee to use the Steps to Retirement Checklist for Members as a guide in preparing for retirement.