...
Confirm your retirement eligibility with the Director of Human Resources.
Schedule an appointment with Transamerica to discuss your distribution options. Transamerica retirement planning consultants are on campus once a quarter for individual appointments.
If you are participating in the Health Savings Account (HSA), stop both your SPU and your personal HSA contributions at least 6-months before enrolling in any part of Medicare or starting your Social Security benefits.
Consider enrolling in SPU’s medical plan with a Health Reimbursement Account (HRA) during the open enrollment period of the year before you retire.
Confirm your beneficiary designations are up-to-date.
...