Retirement Planning Tools and Information

Preparing for Retirement

Do you have questions about retiring from MSU?  Review answers to your top questions about preparing for retirement.

Education Program

Roadmap to Retirement

Designed for the employee approaching retirement in the next two years.

If you are a MSU faculty or staff member, and you have decided to retire within a year or two, you may want to consider attending the Roadmap to Retirement class. This half-day workshop covers a range of topics critical to your successful retirement. Your itinerary for this journey will include:

  • Your MSU Benefits in Retirement
  • Overview of Social Security
  • Financial Preparation Tips for Retirement

How to Enroll

You can check course availability and enroll through the EBS portal.

Once logged in, click on the down arrow next to Me @ MSU in the top header, then proceed to My Career and Training. Under the Training Opportunities section, click on the Courses for Employees at MSU tile. On the left hand side of the page in the Search for Courses section, type in Retirement then click Go. Find the Roadmap to Retirement course and click on the linked text to proceed with enrollment. For help with enrollment, contact OPD at 517-355-0183.

Webinars and Online Tools

If you are unable to attend the Roadmap to Retirement workshop detailed above, you can find content and resources from the workshop in the video below.

Roadmap to Retirement

This presentation will review your MSU benefits in retirement, give an overview of Social Security, and discuss financial preparation tips for retirement.

Maximize Social Security in Your Retirement Strategy

This webinar will help you understand different Social Security choices and how to put a plan in place to prepare for living in retirement.


Turn Your Savings into Retirement Income

This webinar will help you learn why it's important to have a plan for generating income in retirement and factors to consider when transitioning your savings into retirement income.


Other Resources:

Preparing for Retirement Checklist

Fidelity

Tools and Resources

TIAA

Tools and Resources

Request Individual Appointment

Individual appointments may be scheduled by contacting the Retirement Investment Vendors directly. Availability is at the discretion of the investment sponsor.