Retirement education

Retirement education events are held on a regular basis – check the Employee Gateway regularly for updates.

Transitions to Retirement

Benefits Administration offers this program for all USC faculty and staff several times a year, covering Social Security, Medicare, USC privileges for retirees, and perspectives from current retirees. The day-long seminar is free, but you must register. Your spouse/partner is also welcome to attend but must register separately. Please confirm with your manager that you are able to take time off work to attend. Continental breakfast, and lunch, are provided.

Scheduled Transitions seminars

Information will be posted when the next seminars are scheduled.

 

Hard copies of seminar materials will not be handed out to participants, but you may access them below for your review or to print:

Other helpful links for retirement resources:

Questions about the Transitions program? Contact Keri Marroquin, Benefits Retirement Navigator at kmarroquin@hr.usc.edu or (213) 821-4572.

Ongoing sessions

Personal consultations are available on an ongoing basis from all four of USC’s retirement investment providers, at no charge.

These 30-minute sessions give you a chance to review your USC retirement savings accounts with a retirement planning and guidance consultant from your investment company. During your appointment, the consultant can help you review your asset allocation, determine if you are saving enough to meet your retirement goals, and evaluate your distribution options at retirement. Bring your questions!

The consultants offer appointments every month at USC at the following locations:

UPC
Credit Union Building, 3720 S Flower St
Take elevator to 2nd floor

HSC
Soto Building, 2001 Soto St
Check in at concierge desk

Locations for off-campus events at ICT, ISI and Children’s Hospital are noted in the online scheduling tools for the providers.

See below to schedule your personal consultation.

Fidelity Investments
(800) 642-7131

TIAA
(800) 732-8353

Vanguard

For more information contact USC Retirement Plan Administration at (213) 821-8131. Other campus organizations offer free educational programs related to retirement issues including the USC Credit Union and the Center for Work and Family Life.