Plan 3 Investment Education SeminarsFree educational seminars are available to all TRS, SERS and PERS new hires and current Plan 3 members. Below is a short description of the educational seminars conducted by ICMA-RC on behalf of the Department of Retirement Systems (DRS). You are welcome to attend seminars at either a school district or PERS locations statewide provided the seminar status is listed as OPEN.
Simply use the seminar schedule link below to find an open seminar near you and click on “Registration” to reserve a space in the class. You may want to check both the PERS and the SERS/TRS schedules to find a seminar at a time and location most convenient for you.
- TRS and SERS Seminars are usually conducted between 2:00 p.m. and 8:00 p.m.
- PERS Seminars are usually conducted between 7:00 a.m. and 5:00 p.m.
If you have any registration questions, please call 1-888-711-8773.
| Seminar Type |
Description |
Getting to Know Plan 3
Length: 1½ hours
|
Overview of the components of Plan 3 as well as the contribution rate and investment option decisions you’ll need to make as a new and/or current Plan 3 member. |
Withdrawing from Plan 3
Length: 1 hour
|
Summary of Plan 3 retirement and/or withdrawal options following separation from service with your employer. Many payment examples and instructions for withdrawal paperwork are provided. |
New Employee Orientation
Length: varies
|
Summary of the time sensitive decisions that new members need to make regarding a Plan Choice decision and the contribution rate and investment options in Plan 3. Presentation is conducted as part of an employer’s orientation training day. |
Plan 3 Workshop
Length: 45 minutes
|
Online demonstration of the tools and account access links on the ICMA-RC and DRS Web sites. Workshop also includes an extended question and answer period on all Plan 3 topics. |
Benefits Fair
Length: varies
|
ICMA-RC financial education specialist will attend the employer sponsored benefits fair to answer member questions about Plan 3. |
Plan Choice
Length: 1½ hours
|
Comparison of the similarities and differences between Plan 2 and Plan 3 that will assist new hires in making their Plan Choice decision. Available resources and instructions for the Member Information Form will also be provided. |
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