Preparing for Retirement

Because of the complexity of health plans, the University has, for many years, hosted an annual seminar to help employees begin to think about retirement and understand where and how to pursue needed information.  Please see the resources below and view the presentations, if helpful.

Benefit plans offered through the University generally extend through the end of the last month of employment in which the employee meets eligibility requirements for benefits. And so, the first of the month following retirement is usually the date most retiring employees need to plan on obtaining other coverage for. In most cases, this opens a 30 day window for entry into another group plan you may be eligible for (such as through a spouse's employer-based plan), joining Medicare coverage through a Special Enrollment Period (SEP) if you are eligible for Medicare, or individual/family plans through the Washington State health insurance exchange. If you need help procuring other coverage, please contact Human Resources at (206) 281-2809 for information.

2024 Retirement Readiness Events

Human Resources is hosting a series of informative events designed to get you ready for retirement. Whether retirement is a distant dream or just around the corner, these events are designed for you!

Retirement Ready Seminar

Date: Tuesday, April 30, 4:00 p.m. 
Location: Hendricks Falcon Club, Royal Brougham Pavilion

Seasoned professionals in the retirement industry will discuss investment strategies, and Medicare. Whether retirement is years or decades away, a smart strategy begins now! Light refreshments will be served. You are welcome to bring a guest. Sign up here!

Transamerica Individual Appointments

Date: Wednesday, May 1, 8:00 a.m. to 5:00 p.m.
Location: Virtual

Our Transamerica Consultant Scott Jozefowski is offering this opportunity to discuss your personal retirement investment strategy or to get your plan started. Sign up here!

Medicare Individual Appointments

Date: Friday, May 3, 8:30 a.m. – 4:00 p.m.

Location:  Human Resources Conference Room


Dan McCarley, an experienced Medicare Health Plan Broker with Advocate Insurance Group, will be available on campus for individual appointments, to help you navigate Medicare planning and enrollment. Sign up here!

On Demand Webinars

Get Ready to RetireRonee Dakin, Transamerica5-23-2023Click to View
Get Ready to RetireRonee Dakin, Transamerica5-9-2022Click to View
Retirement Case StudiesMatt Alvis, SPU HR5-10-2022Click to View
Medicare and Social SecurityMatt Alvis, SPU HR5-11-2021Click to View
Transitioning From SPU's Benefit PlansMatt Alvis, SPU HR5-9-2021Click to View
Get Ready to RetireRonee Dakin, Transamerica5-7-2021Click to View
Emeriti Health PlansLauren Hach-Wilson, Aetna6-12-2020Click to View
Planning For A Smooth TransitionMatt Alvis, SPU HR6-8-2020Click to View