Benefits

Retirement Workshops

 Fidelity Retirement Planning

Meet with a Fidelity Retirement Planner over the phone, please call Fidelity at 877-CSU-3699 (877-278-3699), and mention plan 50537. Click on the link below to locate your local Fidelity Retirement Planner.
CSU Fidelity Retirement Planners

CalPERS Retirement Workshops.

Planning Your Service Retirement

Date Time Location Session type
On demand On demand CalPERS Webinars Service Credit Purchases
Wednesday, December 16, 2020 11:00 am PSt CalPERS Webinars Medicare and Your CalPERS Health Benefits
Wednesday, January 13, 2021 11:00 AM PST CalPERS Webinars Retirement Planning Checklist

A CalPERS Representative will be present to discuss retirement and enhancements to the CalPERS retirement resources through the myCalPERS online system. If you have questions regarding the retirement process, your Annual Member Statement, or Retirement Estimates you have received from CalPERS, please bring them to the workshop.

Who Should Attend

This free CalPERS educational class helps you plan and prepare for retirement. If you have a short time horizon on retirement but with no firm date, this class is geared for you.  Regardless of where you are in your career, begin now to secure your future!

Subjects Include

  • Service credit
  • Retirement formulas and benefit factors
  • Retirement payment options
  • Taxes and your retirement
  • Cost-of-Living Adjustment (COLA)
  • Retirement application process
  • Working after retirement
  • Power of Attorney
  • Online resources

Registration

Enroll online at www.calpers.ca.gov with your personal CalPERS User ID and Password.
Select Education Resources, then View Classes.

Should you need assistance in registering for this workshop, please email Cal Poly Pomona Benefits at benefits@cpp.edu.

Note:  Workshops are held during normal working hours, please ensure that your appropriate administrator approves your attendance.

Additional Information - How to Apply for Retirement

Visit our How to Apply for Retirement webpage for information, tools, videos, and publications to help you navigate the CalPERS retirement application process.