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Upcoming Benefit Events

Fidelity: How Consolidating Accounts Could Help You Save Time and Money

Learn how consolidating your retirement accounts could help simplify your financial life.

  • Time and Dates: 12:00 pm - 12:30 pm, On Feb 01
  • Location: Virtual

CalPERS: Pension Reform & Your CalPERS Benefits

The California Public Employees' Pension Reform Act (PEPRA) from 2013 changed the way retirement and health benefits are applied to many CalPERS members. This webcast explains the benefit differences between a "new" and a "classic" member, such as your retirement formula, health vesting, and final compensation.

  • Time and Dates: 11:00 am - 11:20 am, On Feb 08
  • Location: Virtual

Fidelity: The Role Roth IRAs can Play in Retirement

Learn more about how you can take advantage of this savings vehicle for your retirement portfolio.

  • Time and Dates: 12:00 pm - 12:30 pm, On Feb 08
  • Location: Virtual

Fidelity: Get to Know Your Retirement Plan and Fidelity Workplace Financial Consultant

Learn how your retirement plan works and how we can help you with investment advice.

  • Time and Dates: 12:00 pm - 12:30 pm, On Feb 15
  • Location: Virtual

Fidelity: Navigating Market Volatility

Listen to Fidelity financial experts as they share insights on navigating market volatility.

  • Time and Dates: 12:00 pm - 01:00 pm, On Mar 23
  • Location: Virtual

Fidelity: How Consolidating Accounts Could Help You Save Time and Money

Learn how consolidating your retirement accounts could help simplify your financial life.

  • Time and Dates: 12:00 pm - 12:30 pm, On Mar 08
  • Location: Virtual

CalPERS: Retirement Income Sources

Having the income you need to support the lifestyle you want in retirement is essential. Planning for retirement includes knowing the sources of your potential income and figuring out how they fit in your overall income strategy. In this webcast we'll provide an overview of your CalPERS retirement plan, the different CalPERS retirement types, Social Security, and what may be included in personal assets.

  • Time and Dates: 11:00 am - 11:30 am, On Mar 15
  • Location: Virtual

Fidelity: Navigating Market Volatility

Listen to Fidelity financial experts as they share insights on navigating market volatility.

  • Time and Dates: 12:00 pm - 12:30 pm, On Mar 15
  • Location: Virtual

Fidelity: Get to Know Your Retirement Plan and Fidelity Workplace Financial Consultant

Learn how your retirement plan works and how we can help you with investment advice.

  • Time and Dates: 12:00 pm - 12:30 pm, On Mar 22
  • Location: Virtual

CalPERS: Your Retirement and Payment Options

The retirement planning option you choose determines the monthly amount you'll receive as a retiree and what your beneficiaries may receive after your death. Having a clear understanding of the retirement payment options is a vital part of planning your retirement. In this webcast we'll explain how to use the myCalPERS retirement estimate calculator and the different retirement options available to you.

  • Time and Dates: 11:00 am - 11:20 am, On Apr 12
  • Location: Virtual

CalPERS: Service Credit Purchase

Service credit is one of three factors used in your retirement calculation, and purchasing more may increase your retirement income. Join us to learn about the different types of service credit you may be eligible to purchase, how to request the cost, the election process, and other factors to consider.

  • Time and Dates: 11:00 am - 11:20 am, On May 17
  • Location: Virtual

CalPERS: Your Online Service Retirement Application

Most members can submit a service retirement application through myCalPERS and avoid driving to on of our offices. In this webcast we will discuss steps to plan for your retirement, walk you through the online application, and explain what happens after it is submitted.

  • Time and Dates: 11:00 am - 11:15 am, On Jun 14
  • Location: Virtual
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