PPT-PROGRAM DESIGN OVERVIEW Oregon Retirement Savings Plan

Board Meeting March 15 2016 Wendy Carter Steve Mitchell Vice President Senior Consultant Defined Contribution Director BridgePoint LLC Segal Consulting 8339143 Segal attendees. The presentation (The Road to Retirement, ‘Charted Course or Aimless Wander’) and accompanying narrative was created by the Arkansas Securities Department. It is intended solely for educational purposes and cannot be copied, distributed, or used in any manner without the permission of the Arkansas Securities Department.. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. Millennials, . Gen- . Xers and Baby Boomers . Save for Retirement:. Greg Wojak . M.Sc., . CRPS. ®. gregory.wojak@lpl.com. Gail . Waytena. Gail.waytena@lpl.com. LPL Financial. Member FINRA/SIPC. How Employers can help . A Win-Win Opportunity. NCPERS. . Webinar. April 18, 2017. Presented . by:. Cathie . Eitelberg. Rocky Joyner. In the Beginning….Our Starting Point. Principles of Retirement Security. S. table. . Contributions. Prepared: November 20, 2017. 2. Executive Summary. As defined in the Project Quality Management section of the . Project Management Plan. , . the performance of the project and the quality of the project work will be baselined against predetermined quality metrics for scope (measured by requirements achieved vs. planned), schedule (measured by milestones/deliverables achieved vs. planned), and budget (measured by budgeted vs. actual by biennium). Based on these measures, the project has met performance and quality measure goals for scope and schedule, but did not fully achieve budget goals:. the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. Metlen. , Oregon State Treasury. A new, easy way for Oregonians to save, . coming . soon. $3,000. $12,000. 31%. Average savings per household. Average household savings, . nearing retirement age. 2. Non-retirees who report that they have saved nothing, and have no pension. Lisa A. Massena, CFA. Oregon State Treasury and OregonSaves Executive Director. A new, easy way for Oregonians to . save. 2. “The . process has been very smooth. I was surprised at how easy it was for me and for my employer. University of Michigan Credit Union. When to Retire?. Debt. N. o . mortgage, no credit card debt, and no car . payments. Savings. Savings . to cover 18 to 24 months of . non-discretionary expenses. In safe, non-stock account. Presentation before the Oregon . Retirement Savings Board. December 14, 2015. John . Chalmers. Abbott Keller Professor of Finance. Lundquist College of Business. University of Oregon. Oregon Retirement Savings Board: . December 19, 2017. Wave 1 Program Administration Update . 2. SSRP . System/Operations. The system (ASTRO) . operated . throughout . the 1. st. Wave . with no . downtime or slow response issues. The . the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. Pg. #193. Objectives. State the Purpose for Financial Management. Explain the Standard for Financial Management. Describe the Thrift Savings Plan. Describe the Blended Retirement System. Describe the options of the Survivor Benefit Plan. ($). road to financial security at retirement…. John T. Fletcher, . EdD. Associate Provost for Enrollment Services. East Carolina University. DISCLAMIER:. I am not a financial planner/advisor.. 2.