Financial Wellness

Pre-Retirement Seminars

City of Tacoma employees, their family members and friends are welcome to attend any of our scheduled retirement planning seminars.

           All sessions will be held in the Tacoma Public Utilities Auditorium

3628 S 35th Street, Tacoma, 98409

 

Thursday, March 16, 2017 6:00 to 7:30 PM

City of Tacoma Resources

Assistant Retirement Director Catherine Marx will give an overview of the Tacoma Employees’ Retirement System (TERS) benefits and options. We will look at the online retirement benefits calculator tool, explore various options and show you how to better estimate your future benefit.

HR Benefits Specialist Diane Peterson will provide an overview of the 457 deferred compensation and HRA VEBA plans. Employees can save and invest in their futures with tax advantages when participating in deferred compensation. The HRA VEBA is a post-separation account-based health plan. The overview will cover general rules and benefit options for eligible employees.

HR Benefits Specialist Shannon Hoffman will discuss post-retirement health care options and eligibility requirements.

 

Thursday, March 23, 2017 6:00 to 7:30 PM

City of Tacoma Retiree Panel

Are you really ready for retirement? Hear from retired City of Tacoma employees who will discuss “what I should have thought about before I retired”.

 

Thursday, March 30, 2017 4:00 to 6:00 PM

LEOFF II Retirement Seminar/City of Tacoma Resources

Jim Mendoza (Department of Retirement Systems) will cover your LEOFF pension plan and benefit options.

Shannon Hoffman and Diane Peterson (City of Tacoma, HR/Benefit Specialists) will provide an overview of the post-retirement medical and COBRA options and eligibility requirements. Diane Peterson will cover the 457 deferred compensation plans*.

*Representatives from ICMA and Nationwide will be available with marketing materials and to answer more in-depth questions.

Brian Riehs (Gallagher, VEBA Consultant) will cover the general rules and benefit options of the post-separation account-based health plan for eligible employees.

Ashton Alvarez and Suzan Kolb (Benefit Solutions, Inc.) will cover the Medical Expense Reimbursement Plan (MERP) for eligible employees.

 

Thursday, April 6, 2017 6:00 to 7:30 PM

10 Key Retirement Questions—Jim Reinke (ICMA)

Transitioning into and through retirement can be rewarding and challenging. So having a plan is important. We’ll focus on 10 key questions you should ask, from saving, to Social Security and Medicare, and managing your investments, withdrawals and taxes. Other topics include a more in-depth look at Social Security and retirement income withdrawal strategies.

 

Thursday, April 13, 2017 6:00 to 7:30 PM

Medicare Choices and Health Care Costs in Retirement—Jim Reinke (ICMA)

Planning for health care costs in retirement — a potentially major expense — is essential. But, if you’re relying on Medicare to cover them all, you may be in for a surprise. Health care costs in retirement are likely to be your biggest expense. We will help you to better understand the potential costs and how you can take meaningful steps to be prepared.

General Population Flyer

Public Safety Employees Flyer

Realize Retirement Flyer (April 10th)