Administration and Finance Events

Thursday, November 5, 2020

THRiVE: The Human Resources Virtual Retirement Event

Zoom sessions

Join us for a virtual retirement event on November 5, 2020 – Attend sessions of your choice on first come first serve basis.
• Open to all IUP/PASSHE employees who are approaching this phase of life
• Because retirement is usually a family decision, you may have your spouse/life partner join you
• Exclusively focused on one thing—helping you retire without feeling overwhelmed
• No-obligation, complimentary educational opportunity to learn more about retirement
• Attend virtual sessions of your choice regarding retirement planning and more provided by TIAA, Fidelity, PSERS, a representative from the Social Security Administration, and the IUP Office of Human Resources

Virtual Session Schedule:
8:30-9:25am Retirement Eligibility/Process: AFSCME(PEBTF) Anna Shively, HR https://iupvideo.zoom.us/j/96488720654 or +1 312 626 6799 (US Toll) or +1 646 558 8656 (US Toll) Meeting ID: 964 8872 0654

9:30-10:25am Retirement Eligibility/Process: Faculty, Coaches, Nurses, Non-Rep, POA, SCUPA
https://iupvideo.zoom.us/j/98352956570 or +1 312 626 6799 (US Toll) or +1 646 558 8656 (US Toll) Meeting ID: 983 5295 6570

10:30-11:30am SERS Retirement Overview Lindsey McNickle, HR
https://iupvideo.zoom.us/j/94401769184 or +1 312 626 6799 (US Toll) or +1 646 558 8656 (US Toll) Meeting ID: 944 0176 9184

12:00-1:00pm Manage Your Financial Future – Fidelity (See attached Fidelity flyer to register to attend)

1:00-2:30pm Social Security& Medicare John Johnston, Social Security Administration
https://iupvideo.zoom.us/j/96489095408 or +1 312 626 6799 (US Toll) or +1 646 558 8656 (US Toll) Meeting ID: 964 8909 5408

2:30-3:30pm Paying Yourself: Income Options in Retirement (See attached) Michelle Szczepanski, TIAA
https://iupvideo.zoom.us/j/96184333006 or +1 646 558 8656 (US Toll) or +1 301 715 8592 (US Toll) Meeting ID: 961 8433 3006

2:30-3:30pm The PSERS Foundations for Your Future Brian Farester, PSERS
Microsoft Teams meeting: Join on your computer or mobile app Click here to join the meeting Or call in (audio only) +1 267-332-8737 United States, Phone Conference ID: 822 336 418#

3:00-4:00pm Fidelity / Q & A: See attached Fidelity flyer to register George Maccarrelli, Fidelity
To schedule 1 on 1 sessions with SERS Rep. Heidi Hughes, contact 800-633-5461, ext. 3205, or at heihughes@pa.gov.


To schedule 1 on 1 sessions with Deferred Compensation Rep. Shawn Amblod, contact 814-661-8810 or shawn.amblod@empower-retirement.com.

To schedule 1 on 1 sessions with TIAA Rep. Chad Firmstone, contact 412-365-3012 or cfirmstone@tiaa-cref.org or www.tiaa.org/schdeulenow