NORTHERN ILLINOIS UNIVERSITY

Human Resource Services

ANNUAL PRE-RETIREMENT PLANNING SEMINAR
Thursday, March 30, 2006
Regency Room - Holmes Student Center

Northern Illinois University/Human Resource Services is sponsoring the annual pre-retirement planning seminar presented at no charge to employees and a guest.The purpose of the seminar is to assist university employees in planning for their retirement years by providing information and access to resources.

Schedule of Activities and Speakers Schedule of Activities and Speakers:

8:00 - 8:15	Check-In
8:15 - 8:30	Welcome/Opening remarks	Deborah Haliczer and Marlene Bryant
8:30 - 8:45	Legislative Update	Steve Cunningham
8:45 - 9:30	State Universities Retirement System	Jennifer Bartell – SURS
9:30 - 9:45	Break
9:45 -11:45	Social Security Administration	Charles Storey, Social Security Admin.
11:45 - 1:00	*Lunch (on your own)
1:00 - 1:45	Tax Deferred Compensation 403(b)	Mark Jones – Bates Securities
1:45 - 2:00	Tax Deferred Compensation 457(b) State of Illinois Plan	Marlene Bryant
2:00 - 2:15	Break
2:15 – 2:45	Estate Planning	Ron Klein, Attorney at Law
2:45 - 3:00	Annuitants Association	Robert Rosemier, Annuitants Association
3:00 - 3:30	Benefits After Retirement	Marlene Bryant and Dennis Davito

*Lunch: Lunch on your own from 11:45 – 1:00 p.m.

Registration Form

Space is limited and reservations will be honored on a first come first served basis.

Name: _____________________________________________

Campus Address: ___________________________

Campus Phone #: ___________________

Guest Name (if attending): _______________________________

Please Return To: Human Resource Services, HRS Service Center

Deadline for Registration: March 17, 2006