February 8, 1996-Vol27n17: Pre-retirement Planning

Pre-retirement Planning

The Office of Personnel Services has scheduled pre-retirement planning programs for classified employees who are members of the Employees' Retirement System (ERS).
The program is open to classified service employees age 45 and older; eligible employees may attend without charging leave accruals. The sessions are:

Retirement Benefits Overview. The firm of KPMG Peat Marwick will present group information sessions on retirement planning beginning Feb. 15.
Sessions will be held on the South Campus in 104 Parker Hall 7-9 a.m. and 4-6 p.m. Thursday, Feb. 15 and 4-6 p.m. and 7-9 p.m. Thursday, Feb. 22.
Sessions will be held on the North Campus in the Center for Tomorrow 4-6 p.m. and 7-9 p.m. Monday, Feb. 19; 7-9 a.m. and 4-6 p.m. Tuesday, Feb. 20; 7-9 a.m. Wednesday, Feb. 21; 4-6 p.m. and 7-9 p.m. Tuesday, Feb. 27.
Reservations to attend one of the retirement planning sessions can be made by calling KPMG Peat Marwick at 854-1830. Eligible employees and their spouses are encouraged to attend.

Appointments with ERS Representative. An ERS representative will be available to meet with members individually on Thursday, Feb. 29 in 102 Crofts Hall, and on Friday, April 19 in 302 Crofts Hall. To reserve a space, call 645-3646 ext. 101 or 102. Additional consultations are available on a walk-in basis every first, second, third and fourth Monday through Thursday in room 502 of the Buffalo Consultation Center, 65 Court St., Buffalo.

Social Security Benefits Overview. A representative from the Social Security Administration will present group information sessions on the North and South Campuses.
Sessions will be held in the UB Commons Conference Room 7:30-9:30 a.m. Friday, Feb. 23; 4-6 p.m. and 7-9 p.m. Monday, Feb. 26; 4-6 p.m. and 7-9 p.m. Wednesday, Feb. 28. Sessions will be held in Farber Hall's Butler Auditorium 4-6 p.m. Thursday, Feb. 29. To arrange to attend one of the sessions, call 645-2646, ext. 101 or 102.
Information about an individual's Social Security account is available by completing a Request for Earnings and Benefit Estimate Statement, which should be mailed to the Social Security Administration. A personalized benefit estimate will be received approximately six weeks after mailing.
For more information on any of the pre-retirement planning programs being offered, call Jerry Linder, manager of retirement administration, at 645-2646, ext. 103.