Retirement Planning Tools & Information

Education Program

Roadmap to Retirement

Designed for the employee approaching retirement in the next two years.

If you are a MSU faculty or staff member, and you have decided to retire within a year or two, you may want to consider attending the Roadmap to Retirement class. This half-day workshop covers a range of topics critical to your successful retirement. Your itinerary for this journey will include:

  • Your MSU benefits in retirement
  • Overview of Social Security
  • Financial preparation tips for retirement

How to Enroll

You can check course availability and enroll through the EBS portal. Login and click on My Career and Training, then the Courses for Employees at MSU tile. Click Browse Current Courses, then Organization and Professional Development. Click on the All Current Courses folder, then Roadmap to Retirement. For help with enrollment, contact OPD at 517-355-0183.

Webinars and Online Tools

If you are unable to attend the Roadmap to Retirement workshop detailed above, you can find the content and resources from the workshop below.

 

Make the Most of Social Security webinar - The goal of this Fidelity workshop will be to help understand different Social Security choices and how to put a plan in place to prepare for living in retirement.

Turn Your Savings into Retirement Income webinar - This Fidelity workshop will help you learn why it's important to have a plan for generating income in retirement, factors to consider when transitioning your savings into retirement income and how to develop a retirement income plan.

 

Other Resources:

Preparing for Retirement Checklist

MSU Payroll Calculator

Fidelity

Tools and Resources

TIAA

Tools and Resources

Social Security

Social Security Retirement Planning: It's Never Too Early or Too Late to Start Planning live webinar -  This live webinar from the Social Security Administration is offered once a month from February through November at varying days and times for your convenience.

Request Individual Appointment

Individual appointments may be scheduled by contacting the investment sponsor directly. Availability and times are at the discretion of the investment sponsor.