Never Too Early to Plan 

Planning for retirement is not a one-size-fits-all process. Everyone has his or her own schedule and timeline. However, one common thread in everyone's planning process should be to start early.

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From the day you start working, you should begin preparing for retirement. Once you start working for an employer covered by the Oregon Public Employees' Retirement System (PERS), you should seek to understand how PERS figures into your retirement planning and preparation.

Retirement preparation and planning with PERS includes: 

  • Tracking your account information

  • Deciding what your financial needs will be and how many years you will work

  • Understanding how service credit works and resolving any associated questions or concerns

  • Understanding the options available to protect you and your loved ones

  • Scheduling time to learn more about your options

  • Taking advantage of a defined contribution savings plan

Understanding your retirement plan does not have to be complicated, especially with the education and tools we offer. For more information about PERS, please schedule an appointment with one of our Investment Advisors, available through CUSO Financial Services, L.P. 

We are here to help you understand your retirement system.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.