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Oregon Public Universities Retirement Plans (OPURP)

Online Cyber Security Tips to Help Protect Your Retirement Account Against Fraud and Loss:

Employee Benefits Security Administration United States Department of Labor.

 

Solicitation Emails Regarding Retirement Counseling

It has come to our attention that some university employees have received solicitation emails from various companies offering their services for retirement counseling.

If you received a communication from companies such as “My403bonline”, “PERAhelps” or “Fed Resource” offering assistance with retirement plans, please be advised that these companies have no relationship with Oregon Public Universities Retirement Plans (OPURP), PERS, or any of the fund sponsors (Fidelity, TIAA, AIG or OSGP).

OPURP neither endorses nor recommends these services; therefore, if you receive emails offering assistance with your retirement plan that seem questionable, please let your benefits department know.  If you have any other questions or concerns, please contact OPURP at  opurp@uoregon.edu

 

   COVID - 19 INFORMATION

            RPM Business Continuity

             TIAA           Questions about your TIAA account? 

                                              Click here to schedule an online counseling appointment.

              Fidelity     CARES Income Tax Overview

                                CARES Distribution Recontribution form - Fidelity

                                Insights from Fidelity's Portfolio Managers

                               Market volatility happens; we are here to help

                               7 Principles of Investing in a Volatile Market

                               Managing the stress of coronavirus

                               Working from home in the age of coronavirus

               AIG        What do volatile markets mean for your retirement?  

                              Thinking about tapping into your retirement savings?  Here are things to consider.

            OSGP       How to Change Contributions--Oregon Savings Growth Plan

              IRS          IRS -- questions and answers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WELCOME

 This website is designed to provide you with all the information you need to adequately assess your retirement plan options through the Oregon Public University System.

 Here you will find:

  • Guidebooks and highlights for our plans
  • Information on advisory committee meetings
  • Our quarterly newsletter
  • Any updates to the plans due to statute changes or internal review
  • Forms for all of your rollover, transfer, enrollment and retirement needs
  • Contact information for OPURP and benefits managers for all seven universities
  • Information and links to helpful pages on the Public Employees Retirement System (PERS)

 

Brief Sumary of Plan Options through Oregon Public Universities

Optional Retirement Plan (ORP)

A Pension alternative for academic and administrative unclassified employees, which is designed to provide choice and portability of retirement investments. Eligible employees may participate in the ORP in lieu of PERS.

Tax-Deferred Investment 403(b) Plan (TDI)

A voluntary retirement savings plan for classified and unclassified employees, the TDI provides pre-tax savings for retirement.* The TDI can be used in addition to the basic pension, and by eligible employees regardless of whether they participate in the ORP or PERS.

* Our plan Providers do offer Roth (post-tax) savings options as well.

Public Employees Retirement System (PERS)

Administered by the State of Oregon, PERS is a retirement pension program open only to public sector employees in the State of Oregon. Participating employees can still be eligible for participation in the TDI. Please see the PERS website for the most up to date information regarding this option.

Oregon Savings Growth Plan (OSGP)

As an alternative to the TDI, OSGP provides voluntary pre- and post-tax retirement savings options to public employees in the State of Oregon. This is a 457(b) plan, not a 403(b) plan like the TDI. Please see the OSGP website for the most up to date information regarding this option.