Retirement Planning Resources

Retirement Planning Resources is a dedicated website guide putting all your retirement planning information at your fingertips if you are within 12 months of retiring. It is by no means a complete list, based on your own personal circumstances you may need to research additional resources.

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Lewis & Clark Planning Tools

• Retirement Planning Frequently Asked Questions
• What Happens to your benefits when you leave Lewis & Clark College?
• Retiree Medicare Health Insurance Benefit Plan
• TIAA-CREF Retirement Income Plan
• Employee Assistance Program - Retirement Self Help Resources - (Username & Password For Both Sites: lewisandclarkcollege) 
• Faculty Handbook: 3.14.3 Resignation and Retirement
• Benefit Policies
• Your Retirement Planning Guide – Ready or Not - this workbook is an easy to read and comprehensive guide to help prepare for the financial, social, and psychological of retirement. To obtain your free copy of the guide email Kris Codron or Katie Lahey to set up your pre-retirement counseling appointment.
• How to Choose the RIGHT Financial Planner
• A Guide to Financial Decisions: Implementing an End-of-Life Plan
  

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TIAA-CREF Retirement Resources

Lewis & Clark College has worked closely with TIAA-CREF to bring some exciting enhancements to your retirement plan. We now have available additional investment options, objective advice and planning services, and a dedicated website putting all your investment option information at your fingertips.

To schedule your appointment, please call TIAA-CREF at their special scheduling number, 866-928-4221. Licensed representatives will be available to speak to you about your planning goals and needs via phone and, if you prefer to discuss these issues face-to-face, will be able to set up an appointment time that is convenient for you.

We also have a customized website for managing your TIAA-CREF accounts and scheduling Counseling Sessions with a TIAA-CREF Individual Consultant. Visit the site http://enroll.tiaa-cref.org/lclark/ any time from anywhere for information about TIAA-CREF and your investment choices, as well as access to retirement planning tools and more. To schedule a counseling session:

1. Go to http://enroll.tiaa-cref.org/lclark/
2. Click “Tools & Education”
3. On the right-hand side, under “Additional Information”, click “Consultations & Seminars”
4. “Login to your account” or Register for online access (a contract number will be required for registration, your contract number is located on your TIAA quarterly statements)
5. Once logged in use the calendar of available dates to schedule your one on one consultation.

Upcoming 2011 dates:

January 18 - 20

March 8 – 10

May 10 -12

July 19 – 21

September 13 – 15

November 8 – 10

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Retirement Workshops  

Monday, November 8, 2010 - Pre-Retirement Planning - Council Chambers from noon to 1 p.m.  

Tuesday, April 19, 2011 - Albany 220 from Noon to 1 p.m.
PASSPORT TO RETIREMENT – FIRST CLASS OR COACH?
Are you ready for one of the biggest transitions of your life? Is your trip into retirement going to be a First Class or Coach trip? Whether you are 10 days, 10 months or 10 years away from retiring, there are a number of key issues to address before you make that move. This class involves a thorough review of the retirement planning process and the obstacles that can keep us from reaching our goals.

Additional topics include:
· Assessing Your Investment Portfolio
· Measuring Risk in a Portfolio
· Developing asset allocation strategies
· Taking advantage of dollar cost averaging
· How to create an action plan for success

Please register online by clicking here.

Check back soon for an updated workshop schedule or make an appointment to meet with a representative from the Benefits Office.

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Local and Government Resources

The College takes no responsibility for any agreement entered into freely by an employee by using these resources.

• Carlton Advisors - Phyllis H. Carlton is a Registered Investment Advisor providing fee-only financial planning and advisors serving Lake Oswego, West Linn and Portland Oregon. She has helped families and businesses meet their financial goals for 30 years.
• Law Offices of Richard B. Schneider, LLC - an experienced trust attorney in Oregon dedicated to providing quality estate planning resources options
• Cruising to 65 - Welcome, Oregon Boomers! (Medicare in Oregon) - a website from the state of Oregon SHIBA
• 2010 Oregon Guide to Medigap, Medicare Advantage and Prescription Drug Plans
• Consumer Guide to Health Insurance
• Consumer Guide to Long-term Care Insurance in Oregon
• Health Insurance in Oregon 2010
• Medicare - General Medicare information, ordering Medicare booklets, and information about health plans.
• State of Oregon: Senior Health Insurance Benefits Assistance (SHIBA) - Medigap policies, long-term care insurance, Medicare health plan choices, Medicare rights and protections, and help with filing an appeal.
• Social Security Administration - Changing address, Medicare Part A or Part B, lost Medicare card, and Social Security benefits.
• Insurance Division of Oregon - Consumer and Business Services - Medigap policies available in your area, and insurance questions.
• Oregon Department of Human Services - Health based programs and services.
• Internal Revenue Service - Obtaining materials/forms for income tax filing and how Medicare Savings Accounts can affect your income taxes.