Events and Workshops

Spring 2018 Financial Workshops

Mastering Your Student Loan Debt

Managing student loan debt can be stressful, but there are ways to make it easier. In this workshop, you'll learn about the different types of student loans, what options there are for repayment plans and loan forgiveness, and how to manage your student loans so that you can retain good credit and reach your other financial goals. You can register here.

Date Time Location
Tuesday, April 24, 2018 11:30 a.m. - 12:30 p.m. S30C Wilson Library
Tuesday, April 24, 2018 4:45 p.m. - 5:45 p.m. S30B Wilson Library
Wednesday, April 25, 2018 7:30 a.m. - 8:30 a.m. 317/318 Donhowe Building
Wednesday, April 25, 2018 11:30 a.m. - 12:30 p.m. 317/318 Donhowe Building

Identity Thieves and Scam Artists: Defending Yourself

In this workshop, you'll learn the many ways identity theft can happen to individuals of all ages and what steps you can take to minimize your risk of being victimized. You'll develop confidence in your online social and financial interactions, and hear about where to turn for help should the worst happen to you. You can register here.

Date Time Location
Tuesday, May 1, 2018 11:30 a.m. - 12:30 p.m. S30C Wilson Library
Tuesday, May 1, 2018 4:45 p.m. - 5:45 p.m. S30B Wilson Library
Wednesday, May 2, 2018 7:30 a.m. - 8:30 a.m. 317/318 Donhowe Building
Wednesday, May 2, 2018 11:30 a.m. - 12:30 p.m. 317/318 Donhowe Building

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Health Benefits Workshop

This workshop is for employees who are interested in learning more about their benefit options—medical, dental, pre-tax flexible spending accounts,life insurance, and disability benefits  —and would like assistance before completing their enrollment online. This workshop complements New Employee Orientation by providing detailed benefits information. New employees should plan to attend the earliest session following their start date at the University.

Registration is required, and you can register online. If you have questions, call 612-624-8647, select option 1, to reach Employee Benefits.

Date Time Location
Friday, May 11 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Friday, June 15 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Friday, July 13 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Friday, August 10 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Friday, September 14 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Wednesday, October 17 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus
Monday, December 17 9:00 to 10:30 a.m. 210 Donhowe, East Bank of the Minneapolis campus

If you are not able to attend a scheduled workshop, you can view the slides for the Health Benefits Workshop presentation.

Workshop slides (PDF)

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Minnesota State Retirement System (MSRS)

This online presentation is for eligible civil service and labor represented staff who want to learn more about their mandatory retirement plan. Eligible staff is covered under the General Plan in the Minnesota State Retirement System (MSRS)

Narrated presentation: Online  
Slides with notes: PDF

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Voluntary Retirement Program Information Session

If you are a faculty or staff member paid on a regular or continuing basis, you're eligible to save through the Optional Retirement Plan and the Section 457 Deferred Compensation Plan. These two voluntary retirement plans allow you to contribute through payroll withdrawal automatically. Learn more about these two plans and your investment options at an upcoming session. Dates will be announced shortly.

If you would like to speak to a benefits consultant with specific questions, call 612-624-UOHR (612-624-8647) to speak with someone in the Employee Benefits Service Center. A pdf of the presentation is available to review if you are not able to attend in person.

You can talk directly with representatives from any of the Optional Retirement Plan and 457 Plan investment firms to learn more about specific investment options. Please contact firms for more information on scheduling a meeting. Upcoming campus visits include:

Securian

You can schedule a no-obligation meeting with a Securian Retirement Plan Specialist to talk about your retirement needs if you are a Faculty Retirement Plan participant or considering investing with them through the University's Optional Retirement Plan or 457 Plan. You and your spouse or partner can discuss your savings needs, review your current investment mix, withdrawal strategies, and consolidating accounts. In-person meetings are available at Securian’s St. Paul office, on campus in the Twin Cities, Duluth, and Rochester, or via phone. To schedule a meeting, call the Securian Plan Specialist team at 1-800-421-3334, Monday through Friday from 8 a.m. to 4:30 p.m. 

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Pre-Retirement Planning Seminars

Videos from the University of Minnesota's recent Pre-Retirement Planning Seminars are available on the Retirement Saving page

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2017 National Retirement Security Week: Personal Finance Webinars

Recordings of three webinars offered for National Retirement Security Week are available for employees:

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