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Tax Efficient Retirement Income Webinar

Tax Efficient Retirement Income

 Wednesday, February 19, 2025, at 12:00 PM

 Join us for a conversation about important considerations as you get closer to retirement. Offer strategies to implement while participants are accumulating future sources of tax-deferred, tax free and taxable retirement income. For those ready to retire, learn withdrawal sequencing strategies to help optimize Social Security benefits, lower taxes, extend the longevity of a retirement portfolio and improve tax impacts on widows and heirs. All are welcome to participate.

VOYA Campus Visit

Schedule your one-on-one Retirement Planning Meeting
 
A SUNY approved provider, Voya Financial representative Aaron Cahill will be available for individual in-person meetings on Tuesday, February 11th, in Marano Campus Center Meeting Room 226
 
This is a great opportunity to:
  • Review your retirement strategy and ensure you’re on track
  • Get answers to your investment, financial planning, and protection questions
  • Enroll in, make changes, or switch your Optional Retirement Plan (ORP) and/

Pre-Retirement Planning Webinar

The attached is an announcement regarding OER’s DIRECTIONS: pre-retirement planning webinar which has been developed to assist eligible New York State employees in planning for one of the most challenging and exciting periods in life – retirement!  Therefore, please post and announce this webinar to eligible staff on your campuses.

January Wellness Calendar

The Office of Mental Health offers all employees an opportunity to practice various coping skills and strengthen their resilience through OMH Wellness Groups, which aligns with OMH’s vision of supporting a healthy workplace environment. The groups include deep breathing and simulation exercises to allow employees to practice rather than have group discussions. Group sessions offer a warm, inviting space that fosters relaxation virtually and provides examples of calming techniques and basic coping skills.

2024-2025 OSU Clothing Allowance Announced

The Operational Services Unit (OSU) clothing allowance is back for fiscal year 2024-2025. The payment to individuals is limited to $78.00 per fiscal year, for each full-time OSU employee performing traditional “hands-on” operational duties and who were on the payroll on October 1, 2024.

Employees on approved leave status, including employees on Workers’ Compensation Leave, on the eligibility payroll date, and who otherwise satisfy the eligibility criteria, are entitled to the allowance upon their return to duty as long as the return date does not exceed beyond March 31, 2025.