Retirement Benefits



Upcoming Spring Retirement Workshops

  • Whether you are a new employee or thinking about retirement, consider attending one of our upcoming Retirement Workshops.  We will have information about saving for retirement with a 403(b)-tax deferred savings account, assistance with retiring from PPS and an overview of Social Security and PERS.  During these meetings, you will have the opportunity to ask questions of the speakers.  These Retirement Workshops will be offered again in fall 2024. 

    • Eligible employees may retire under the PERS Bubble from December 1, 2023 through June 1, 2024 with a 30-calendar day notice of resignation. 

    • Early Retiree FAQs and the resignation form are located online at:  https://www.pps.net/Page/18905.  Review the updated retirement FAQs for detailed information on how to retire, the PERS Bubble, Senate Bill 1049, health insurance, contacts, etc.   See page 2 of the FAQs for updated information on retiring with PERS.  After reviewing the Retiree FAQs, email retire@pps.net, if you have additional questions about retiring from the District.

    • If you cannot attend one of these PERS workshops, you may register directly with PERS for one of their presentations at https://www.oregon.gov/pers/MEM/Pages/Education-Sessions.aspx.  If you need assistance registering or have questions, contact PERS at 888-320-7377.    

    • If you are unable to attend the 403(b) presentation and would like to review past presentation materials, see information here:  https://www.pps.net/Page/1660  (scroll to bottom of page).  PERS and Social Security prefer that we not record their presentations. 


    Date of Meeting

    Time

    Where?

    Subject

    Who should attend?

    Link to access virtual meeting on date of meeting:

    4/4/24

    3:30 – 4:30

    Virtual via Zoom

    Social Security Overview

    Anyone

    Meeting Link:  https://pps-net.zoom.us/j/86244363622

    Or dial in:  971-247-1195

    Meeting ID:  862 4436 3622

    4:45 – 6:45

    Virtual via Zoom

    PERS Retirement Readiness 

     

     

    PERS Tier One/Tier Two members

    (hired before 8/29/03) and who are within 3 years of retirement.

    4/8/24

    4:00 – 5:00

    PEC Board Room

    In person assistance with retiring from PPS

    All employees

    (focus will be non-PAT employees)

    N/A

    4/10/24

    4:00 – 5:00

    PEC Board Room

    In person assistance with retiring from PPS

    PAT employees

    N/A

    4/11/24

    3:30 – 4:30

    Virtual via Zoom

    Social Security Overview

    Anyone

    Meeting Link:  https://pps-net.zoom.us/j/81294515894

    Or dial in:  971-247-1195

    Meeting ID: 812 9451 5894

     

    4:45- 6:45

    Virtual via Zoom

    PERS

    All about OPSRP

    PERS members

    (hired after 8/28/03) who are at any stage of their career.

    4/18/24

    3:30 – 4:30

    Virtual via Zoom

    Social Security Overview

    Anyone

    Meeting Link:   https://pps-net.zoom.us/j/83122237391

    Or dial in:  971-247-1195

    Meeting ID:  831 2223 7391

     

    4:45 – 6:45

    Virtual via Zoom

    PERS

    Introduction to PERS

    PERS Tier One/Two members

    (hired before 8/29/03) with more than 3 years until retirement with PERS

     4/25/24

    4:00 – 5:00

    Virtual via Zoom

    Overview of 403(b) retirement savings plan

    All employees

    Meeting Link:   https://pps-net.zoom.us/j/89689675332

    Or dial in:  971-247-1195

    Meeting ID:  896 8967 5332

     

     

    Comments (-1)

Retirement Workshops

  • Twice per school year, PPS invites Oregon PERS, Social Security, and Carruth Compliance Consulting (PPS 403(b) Plan administrator) to conduct informational retirement presentations to our employees.  Generally, three workshops will be offered in October and again in February.  The Social Security and 403(b) presentations are the same each meeting, but the PERS presentations are PERS membership tier specific.  Confirm your PERS membership tier before signing up for a workshop.

    PERS Membership Tiers

      • PERS OPSRP - Employees hired on or after 08/29/2003
      • PERS Tier 2 - Employees hired between 01/01/1996 - 08/28/2003
      • PERS Tier 1 - Employees hired before 01/01/1996
  • Oregon PERS Education Sessions

    PERS offers Education Sessions for all members throughout the year.  For more information and to register, visit the PERS Education Sessions Website.

Workshop Presentation Slides



Quicklinks

  • Medicare CMS L564 Form (CMS.gov website)
  • Resigning (not retiring) from PPS
  • Retire from PPS