The Retirement Planning team is a key resource for employees in planning their financial futures and would like to work with you to provide your employees with the information necessary to ensure the best retirement possible. Please call 801-366-7470 to discuss with your assigned advisor the following education opportunities and services offered to your organization:
Presentations — Do your employees understand their retirement benefits?
Providing a comprehensive presentation at least every year or two will improve your employees’ understanding of their benefits, make them aware of any changes that may affect their accounts, and give them the opportunity to review their current retirement strategies. The basic presentations cover the pension and retirement savings plans (401(k), 457(b), and IRAs); however, we can customize each session according to your needs.
Benefits Fairs — Do you conduct benefits fairs or open enrollment meetings for your employees?
Your Advisor can attend these meetings to answer questions, provide updated materials, give presentations, etc. Keep URS in mind as one of the many benefits you provide for your employees.
Retirement Planning — Would your employees like one-on-one retirement planning advice?
URS offers customized advice and retirement planning to your employees. Individual retirement planning sessions are available at our office and at various locations throughout the state. To register for a session, log into your myURS account and click on the Education tab.
Seminars — Have your employees taken advantage of the free URS Pre-Retirement and Early to Mid-Career Seminars?
» Pre-Retirement Seminars are structured for those who are in the latter stages of their careers or within 10 years of retirement. This seminar addresses the following topics: retirement income/pension; 401(k)/457(b) plans and IRAs; Social Security; legal and estate planning.
» Early to Mid-Career Seminars are for those at the beginning to middle of their careers. In this seminar the following topics are addressed: retirement income/pension; 401(k)/457(b) plans and IRAs; 529 Educational Savings Plans; legal and estate planning.
The seminars are held throughout the state. All employees and their spouses are welcome to attend. Pre-registration is required. Schedules are published each January in URS publications and are on our website. To register for a seminar, log into your myURS account and click on the Education tab. Early registration is encouraged as space is limited.