Traditional Pension Plan Educational resources for the Traditional Pension Plan
We offer a number of tools and resources to help you to take an active role and stay educated throughout your career so you can be prepared for retirement.
You can choose from several educational offerings including in-person seminars, interactive webinars and online recorded presentations – all designed to meet your needs and assist you in making retirement decisions. Our education is updated regularly and tailored to your specific needs throughout your career.
Looking for more information on a specific topic? Then check out our informational leaflet series or comprehensive Member Handbook.
Our educational offerings are customized specifically for each retirement group (A, B and C).
Remember, you can always check your retirement group at any time from your annual statements found in your online account.
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In-Person Events
OPERS seminars are in-person events led by trained OPERS professionals. They take place all throughout the year at various locations in Ohio.
Registration is required, and the address of the venue will be sent to you after you register.
Seminar: Ready to Retire - Suspended
These presentations are for those within 5 years of retirement eligibility and are given back-to-back at the OPERS education seminars.
During these presentations you will learn about the retirement application process and the tools and resources available to help you with your retirement decisions.
You will also learn about the current health care plans available as well as the board approved health care changes for 2020.
Topics include:
- How to calculate your monthly payment
- Important decisions that you will need to make and how to apply for retirement
- Timeline details about your transition to retirement
- How Social Security may be impacted by your OPERS retirement benefits
- Current eligibility requirements of health care and plans available
- Health care solvency
- Eligibility for health care coverage in 2022
- The HRA model
- The Affordable Care Act (ACA)
- General information about the Individual market
OPERS has spent the last year educating retired members on the challenges involved with funding pensions and health care. This background information (linked below) may be helpful for you to view prior to attending a Ready to Retire seminar
View Health Care Updates Background Video » (link opens in new window)
Webinars
Webinars are live, interactive demonstrations given over the Internet. Attendees only need a computer to join, making it a convenient way to ask real OPERS educators questions about their retirement.
The information conveyed is the same as the in-person seminars of the same name.
Webinar: Ready to Retire (Pension)
This webinar is one part of the two-part Ready to Retire series.
Topics include:
- How to calculate your monthly payment
- Important decisions that you will need to make and how to apply for retirement
- Timeline details about your transition to retirement
- How Social Security may be impacted by your OPERS retirement benefits
Webinar Handouts
Please download and keep handy. We will refer to these handouts throughout the webinar.
Webinar: Ready to Retire (Health Care)
This webinar is one part of the two-part Ready to Retire series.
Topics include:
- Current eligibility requirements for health care
- Current plans available
- Resources
- Things to consider
Webinar Handouts
Please download and keep handy. We will refer to these handouts throughout the webinar.
Webinar: Active Member Pension & Health Care Updates
This webinar will focus on the approved pension and health care changes effective Jan. 1, 2022 and their impact to active members.
Topics include:
- Pension funding
- Changes to the Cost of Living Adjustment (COLA)
- Health care funding
- Health care solvency
- Eligibility for coverage in 2022
- Allowance changes in 2022
- The HRA model
- The Affordable Care Act (ACA)
- General information about the individual market
Webinar Handouts
Please download and keep handy. We will refer to these handouts throughout the webinar.
Financial Wellness Empowerment Series
Webinar: Personal Budgeting
When it comes to improving your overall finances and economic wellbeing it’s important to know where your money is coming from and where you are spending your income.
The goal of this webinar is to show how personal budgeting can help you meet your short and long-term goals. During this webinar, we will review the following:
- Myths and rules associated with personal budgeting
- Ways to recognize if your expenses exceed your income
- The 50/20/30 rule and how to use it with our online tool
Webinar: Bridging the Gap to Retirement Income
Financial wellness is the knowledge of personal finance which enables healthier financial decisions to achieve one's goals, and to enhance the overall quality of life.
The goal of this webinar is to help you assess your financial wellness, review your current spending habits and estimate your retirement income so you can identify the "gap" between what you will have in retirement and what you will need. We'll also show you ways you can begin closing your gap today.
Join us to learn how making sound financial decisions can lead to a more secure retirement in the future.
Recorded Presentations
Recorded presentations can be viewed online at any time and registration is not required.
Although these presentation are not interactive, they are a great way to get more in-depth information on a specific topic. You can get move through the presentation at your pace, pausing or replaying sections.
- Minute with Member Services (link opens in new tab)
- Other System Service Credit - Options for Using Other Ohio Retirement System Service Credit With OPERS NEW (link opens in new tab)
- Purchasing Service Credit NEW (link opens in new tab)
- Education Today for Retirement Tomorrow (link opens in new tab)
- Personal Budgeting
- Bridging the Gap to Retirement
- Pension and Health Care Updates - The Future of Health Care at OPERS for Active Members (link opens in new tab)
- Ready to Retire: Health Care
- Ready to Retire: Pension
- Refunding from the Traditional Pension Plan
- Options for Law Enforcement Members with Non-Law Enforcement Service Credit
- Disability Benefits Presentation
Learn More
The following resources provide detailed information on a number of subjects as well as the latest news and updates from OPERS.