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401(k) |
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These meetings will provide a
general overview of the Colorado PERA 401(k)
Plan. Topics to be covered include deferral
limits, funds available, administrative fees,
loans, rollovers, distribution times and
choices, taxation, and penalties. These meetings
are especially suited for those members
considering additional retirement savings or who
wish to later purchase service credit. |
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Benefit Information Meeting (BIM) |
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These meetings cover all
aspects of PERA benefits and are for members at
any stage in their PERA careers, especially
those within 5-10 years of retirement; members
are strongly encouraged to attend this meeting
prior to scheduling a Group Workshop or
Individual Appointment. |
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Group Workshop (GW) |
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Informal interactive workshops open to 10-12
members (spouses are also invited) that offer more detailed
information for members at any stage in their retirement
planning. Members should attend a Benefit Information Meeting
prior to attending a Group Workshop. |
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Individual Appointment (IA) |
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Appointments are available to PERA members to
discuss anything related to their PERA membership or benefit
calculation before retiring. It is not a requirement to meet
with PERA staff prior to retiring. Members should attend a
Benefit Information Meeting prior to scheduling an Individual
Appointment. |
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PERACare Information Meeting (PCI) |
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Intended for members who are near retirement
to learn important details on the PERACare Health Benefits
Program including eligibility, pre-Medicare and Medicare plan
choices, prescription benefits, and other topics. Members are
encouraged to attend a Benefit Information Meeting prior to
attending a PERACare Information Meeting. |
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| Planning for Medicare Meeting (PM) |
This one-hour presentation will provide attendees with basic information about Medicare and PERA's supplemental insurance plans. Attendees will receive information on Medicare parts and eligibility, when to enroll, and premiums and deductibles as well as up-to-date information on all of PERACare's plans and carriers. PERA Insurance Division staff will be present to answer questions. |
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Purchasing Service Credit (PSC) |
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Workshops review requirements and other
information to aid members in deciding to purchase service
credit. Members are encouraged to attend a Benefit Information
Meeting prior to attending a Purchasing Service Credit Workshop. |
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Retirement Process Meeting (RPM) |
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Intended for members who plan to retire within
the next year. Most of the meeting is devoted to reviewing some
of the fundamentals of PERA benefits. In addition, there will be
a detailed discussion of required forms and post-retirement
issues. |
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