Ready to spring into retirement? To help you prepare for the next phase of your life, Penn will host the next series of Thinking About Retirement presentations on Wednesday, May 29 in Houston Hall from 9 a.m. to 3 p.m.

Thinking About Retirement offers three different concurrent sessions specially designed for Penn staff and faculty. Each 90-minute presentation covers an important aspect of retirement benefits: Penn Benefits & Medicare, 5 Steps to Creating Your Retirement Income Plan, and Social Security Benefits Planning.

At the Penn Benefits & Medicare session, representatives from Health Advocate and benefits specialists from Human Resources will explain the Rule of 75, retiree healthcare options, and how they integrate with Medicare.

During the 5 Steps to Creating your Retirement Income Plan session, a TIAA retirement plan counselor will discuss such topics as budgeting in retirement, income options, and investments to help you get the most out of your 403(b) plan.

The Social Security Benefits Planning session, led by a TIAA representative, provides valuable details about how this program impacts your plans for retirement. You will also get an overview of Social Security benefits, eligibility rules, how to apply, benefits for your spouse, and more.

Benefits specialists from Penn Human Resources will be available throughout the event to answer your questions about Penn’s retirement savings plans, healthcare benefits, and other aspects of retiree benefits for you and your dependents.

To register for the presentations, click on the session times in the table below or visit www.hr.upenn.edu/thinkretirement.

Thinking About Retirement, May 29, 2024 Sessions

For more information about retirement, visit the Retiree Benefits webpage.