State Retirement System of Illinois  
www.srs.illinois.gov

Bruce Rauner, Governor

SERS LinksSkip to ContentSkip to State Links

Home
Calculators
Contact Us
History
Board of Trustees
Member/Retiree/Survivor Information
   Tier 1 Information   
   Tier 2 Information   
Benefit Packets
FAQ's
   Tier 1 FAQ's   
   Tier 2 FAQ's   
Glossary of Terms
Workshops/Seminars
Forms
Publications
   Tier 1 Publications   
   Tier 2 Publications   
Human Resources
Voluntary Life Insurance
QILDRO Information
Financial & Actuarial
Tier 2 Annual Salary Limitations
Legislation
Tax Information
Mission Statement
Site Map

External Links

















  Workshops and Seminars   

Workshops and Seminars


During the mid 70's, the SERS Board of Trustees and administration felt a need to expand services to the membership. National surveys indicated that employees did not understand their benefits and were not adequately prepared financially for retirement. Another disturbing fact was that state employees had no central clearinghouse to which they could go to find out about their benefits.

In the late 70's, Benefit Seminars were introduced to help members understand the SERS benefits available to them. These meetings were scheduled on a regional basis and members were invited to attend.

In 1978, "Education for Tomorrow's Choices" (ETC) was created. It was an instant success, but in time there was a realization that the ETC had little meaning or importance to members 45 years and younger or members near retirement.

The topics covered in ETC, with its emphasis on long-range planning, did not meet the short-term needs of members who were over the age of 60 or nearing retirement. To address these needs, the "Countdown to Retirement" (CDR) workshop was designed for members within three years of retirement.

In 1985, a pilot program for the "Investing In Your Future" (IYF) workshop was launched, and in 1986 a full schedule began. The IYF workshop is the initial educational program geared toward members under age 45.

In 1989, SERS began developing a program to meet retirees' needs. In 1993 "Myths & Realities of Retirement" (MRR) was piloted and a full schedule was established in 1994.


Benefit Seminars and the After Dark Program

Benefit Seminars are conducted throughout the state by the SERS Field Representatives who visit the members' workplace and explain SERS benefits and entitlements in detail. This mobile benefit information program is conducted upon request.

The "After Dark Program" provides mobile benefit information for agencies that employ multiple shift employees. This program explains SERS benefits and entitlements in detail. The After Dark seminars can be presented in a group format or as one-one-one counseling sessions.


Investing In Your Future (IYF)

For employees under age 45

This introductory workshop is designed to encourage members to start planning early for retirement. The emphasis is on money management and investing early for the future, assessing current risks, and using the services provided by SERS. Lectures and a workbook are used for education. Workshop Schedule


Education for Tomorrow's Choices (ETC)

For employees 5 - 15 years from retirement

This two-day, medium-range planning workshop asks participants to realistically assess their future needs and lifestyle, and take the necessary steps to achieve these goals. The ETC focuses on financial planning, SERS and Social Security entitlements, legal and estate planning, role changes, leisure and living arrangements. Participants work in groups, with lectures by resource personnel and a question & answer period. Workshop Schedule


Countdown to Retirement (CDR)

For employees within 3 years of retirement

The CDR is a one-day program designed to help participants assess their immediate retirement plans and take the necessary steps to make the transition between employment and retirement as smooth as possible. This workshop also reviews SERS and Social Security entitlements, the need for continuous financial planning and keeping an updated estate. A self-assessment approach is emphasized with presentations by various resource personnel. Workshop Schedule


Myths & Realities of Retirement (MRR)

For retired state employees

This is a one-day workshop for retired members and their survivors. It deals with retirement issues and is not appropriate for active SERS members. Workshop Schedule



Workshop Schedules

Benefit and After Dark Programs
Investing in Your Future
Education for Tomorrow's Choices
Countdown to Retirement
Myths & Realities of Retirement
Workshop Schedule
Copyright © 2004 State Retirement System Report SERS Fraud | SRS Privacy Policy | Illinois Privacy Information | Kids Privacy | SRS Webmaster