Join us for our onsite Retirement Symposium on September 14, 2022, in the HUB from 8:00 a.m. to 4:30 p.m.—a free, all-day event open to all IUP/PASSHE employees who are approaching this phase of life. This event is exclusively focused on one thing: helping you retire without feeling overwhelmed.

If you are thinking about retiring in the next couple of years (or sooner) and are unsure of what steps to take next, this is your one-of-a-kind opportunity to get answers to your biggest retirement planning questions—conveniently all at the same time and same place.

This event is a no-obligation, complimentary educational opportunity to learn more about retirement by attending breakout sessions of your choice.  Please see the attached for details and the schedule of events. 

Due to anticipated demand, we recommend that you RSVP to by noon on September 9.  


8:00–8:50 a.m.

Retirement Eligibility/Process: AFSCME (PEBTF), SEIU

  • Anna Shively (Ohio Rm)

8:50–9:45 a.m.

Retirement Eligibility/Process: Faculty, Coaches, Nurses, Non-represented, POA, SCUPA, SPFPA

  • Anna Shively (Ohio Rm)

9:45–10:00 a.m.

Faculty Phased Retirement / Emeritus Status

  • Anna Shively (Ohio Rm)

10:00–10:50 a.m.

Deferred Compensation Program

  • Michael McMahon (Susquehanna Rm)

10:50–11:00 a.m.


11:00 a.m.–Noon

Social Security and Medicare

  • Frank Magni, SSA (Ohio Rm)

Noon–1:00 p.m.

Break for Lunch (lunch is not provided)

1:00–2:00 p.m.


  • Michelle Szczepanski (Monongahela Rm)

Concurrent SERS

  • Heidi Barnett (Ohio Rm)

Sessions Fidelity

  • George Maccarelli (Knowlton Rm)


  • Brian Farester (Allegheny Rm)

2:00–3:00 p.m.


  • Bim Arthun (Susquehanna Rm)

3:00–4:00 p.m.


  • Joe Maddalon/Keith Dougherty (Susquehanna Rm)

4:00–4:30 p.m.

Q&A with Individual Retirement Reps

  • Held in respective scheduled room