Join us for our onsite Retirement Symposium on September 12, 2023, in the HUB—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.

Due to anticipated demand, we recommend that you RSVP to by noon on September 8. Related event documents will provided prior to September 12 to those employees who RSVP. Please ensure that you bring these documents with you on the day of the event.

This event is a no-obligation, complimentary educational opportunity to learn more about retirement by attending breakout sessions of your choice.  The schedule of events has been posted below:


8:00–9:00 a.m.

Retirement Eligibility/Process: AFSCME (PEBTF), SEIU  by Anna Shively (Ohio Rm)

9:00–10:00 a.m.

Retirement Eligibility/Process: Faculty, Coaches, Nurses, Non-represented, POA, SCUPA, SPFPA  by Anna Shively (Ohio Rm)

10:00–10:15 a.m.

Faculty Phased Retirement / Emeritus Status by Anna Shively (Ohio Rm)

10:15–11:00 a.m.

Deferred Compensation Program by Michael McMahon (Susquehanna Rm)

10:50–11:00 a.m. Break

11:00 a.m.–Noon

Social Security and Medicare by Frank Magni, SSA (Ohio Rm)

Noon–1:00 p.m. Break for Lunch (lunch is not provided)

1:00–2:00 p.m. (concurrent sessions)

TIAA by Chad Firmstone (Monongahela Rm)

SERS by Heidi Barnett (Ohio Rm)

Fidelity by George Maccarelli (Knowlton Rm)

PSERS by Brian Farester (Allegheny Rm)

2:00–3:00 p.m.

APSCUF by Bim Arthun (Susquehanna Rm)

3:00–4:00 p.m.

Q&A with Individual Retirement Reps - Held in respective scheduled room