Topics Covered in the Workshops

Introduction to OSGP

For all interested in OSGP (deferred comp) benefits. This workshop covers how to enroll, investment strategies, fees and distributions. It is intended for employees who are interested in enrolling in the plan or for employees seeking a refresher course.

Basic Investment Concepts

This presentation is an overview of investment types, trends, and strategies to help the average investor maximize their retirement savings.

Calculate Your Savings Goal

This workshop will help you develop a retirement savings goal and a plan to reach that goal. Participants will calculate an approximate PERS pension and Social Security benefit, IAP account balance, and the future growth of their current retirement savings. Please bring your current pay stub, OSGP, PERS, IAP, Social Security and other retirement account statements.

Retirement Strategies with OSGP (This workshop only covers OSGP information; not PERS.)

The Ready for Retirement workshop is for participants within five years of retirement or who have severed employment. Topics include: catch-up provisions, payment options, IRS requirements, rollovers, time frames, and forms review.

Registered representative of Voya Financial Advisors, Inc. (Member SIPC). Oregon Savings Growth Plan is not a member of the Voya®  family of companies.

Registered Representative of and retirement educational seminars are provided by Voya Financial Advisors, Inc. These educational seminars are provided to you as a supplemental service to your plan sponsor and as part of the Plan Administrative services provided by Voya Institutional Plan Services, LLC. The information contained herein should not be constituted as (i) an offer to sell or solicitation of an offer to buy any security or (ii) a recommendation as to the advisability of investing in, purchasing or selling any security. You should contact your investment representative (or advisor), attorney, accountant or tax advisor, with regard to your individual situation prior to implementing a retirement plan strategy.