I'm Planning for Retirement
Plan for Your Retirement Journey
Retirement is a very important life event, and it is vital that you take the time to plan.
The information provided in this section is exclusively for all ÃÛÑ¿appUniversity faculty and staff members who are considering retirement. We hope that you find this information helpful as you make this important life decision.
Retirement is a very important life event, and it is vital that you take time to plan. Ohio Public Employees Retirement System (OPERS) and the State Teacher's Retirement System (STRS) offer various pre-retirement services including counseling and seminars to assist you with this process. Also, it is recommended that you review the Medicare - Understanding the Basics Guide to help you with the process of applying for Medicare benefits.
It is recommended that you start this process at least 90 days prior to your intended retirement date.
Medicare - Understanding the Basics Guide
University Policy Regarding Retirement
Retirement Plan Eligibility Information
Counseling
Counselors are available weekdays during business hours at the OPERS and STRS offices to provide you with information about your retirement options. They will assist you in completing the various forms and applications needed to apply for benefits or to update your records. You may speak to OPERS counselors on the phone, request an interview by phone or in person.
Off-site interviews are also available throughout the state for both OPERS and STRS members, and are posted on their web site:
OPERS
1-800-222-PERS (7377) or visit
STRS
1-888-227-7877 or visit
Financial Wellness Workshops
ÃÛÑ¿appUniversity offers complimentary workshops to assist you in reaching your financial well-being goals.
List of Financial Wellness Workshops
Financial Advisors
As you being to think about retirement, please consider contacting your financial advisor or your local bank about retirement-related opportunities.