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Resources for Current Employees

Retirement Planning Resources

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Employee Retirement Checklist

The Employee Retirement Checklist is a one-stop-shop for retirement planning. It provides resources and information regarding the steps you need to take to prepare for retirement.

UW Oshkosh Human Resource Contacts:

Faculty and Academic Staff:
Sabrina Johnson (johnsosj@uwosh.edu, 424-3008)

Classified Staff, Project Appointments:
Jodi Anthony (anthonyj@uwosh.edu, 424-2070)

Limited Term Employees:
Jo Fenrich (fenrich@uwosh.edu, 424-2279)

Upcoming Retirement Presentations

Public WRS Presentation in Our Area
Thursday, April 17, 2008
7:00pm - 9:00pm
Oshkosh North High School - Auditorium
1110 W. Smith Ave., Oshkosh, WI

This presentation is free and open to the public and is specifically for Wisconsin Retirement System (WRS) participants, particularly for those considering or planning to retire in the near future. Department of Employee Trust Fund (ETF) specialists discuss WRS retirement, death, separation benefits, as well as health and life insurance benefits. No reservations are needed. Location is handicap accessible.

Click here for Other dates and locations throughout the state


Three-For-One Meeting
Social Security, ETF and the WDC Program
"What Stepping Stones are You Taking to Retirement?"

This presentation is a free retirement workshop. Discussion will include different savings vehicles available to you. Representatives from Social Security, Department of Employee Trust Funds and Wisconsin Deferred Compensation will be present.

Click here for dates, times and locations of Three-for-One Meeting


Department of Employee Trust Funds (ETF) Resources:
* WRS Retirement Calculator
*
Retirement Benefit Information Request Form
*
How to Complete the Retirement Applicaton Video
   
*
Early Retirement
 
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Pre-Retirement Planning Course - ETF Adobe Acrobat Document
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Public Employee Retirement Benefit Video
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ETF Video Presentations
*
Wisconsin Retirement System Forms and Brochures
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Retirement and Savings - UW System
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Information for Retirees
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State of Wisconsin Investment Board
   
Social Security Administration Resources:
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Social Security & Medicare - UW System
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Social Security Benefit Calculator
   
*
FIRSTGOV for Seniors

Adobe Acrobat Document = Adobe Acrobat Document

 

Questions about the website? Contact Becky Beahm at beahm@uwosh.edu

Go to the main UW Oshkosh site