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Transitions: A New Approach to Phased Retirement

If you weren't able to attend one of the recent information sessions, you can view the session that was held on Friday, May 6, 2010.

The documents distributed and referenced during the sessions are all posted on this blog.

Please note that when the link to the video opens, you will see a dialog box that says, "Please install the Acrobat Connect Add-In for a better recording playback experience." Click Install.

View information session.

The Information Sessions will be held:

* May 6: 3 p.m., 184 Humphrey Center

* May 7: 11 a.m., Presidents Room, Coffman Memorial Union.
(This session will be broadcast to the coordinate campuses via UMConnect.)

* May 11: 9:30 a.m. Minnesota Commons, St. Paul Student Center

Here, for download, are the documents that will be referenced at the information sessions. Printed copies of them will be distributed at the sessions.

Information Session Agenda
Transition Framework
Annotated Bibliography

Transitions Phased Retirement Prospectus
Transitions Phased Retirement Administrative Policy

PowerPoint Slides:
The Retirement Revolution, The Good Life, Transitions Workshop Series
(Details about each topic are shown in the Notes view of this file.)
PowerPoint Slides:
Transitions Phased Retirement Program and Policy Highlights

Even though life expectancy was 62.9 years in 1940, the first recipient of a monthly retirement income from Social Security tipped the government's actuarial tables on their heads.

On January 31, 1940, the first monthly retirement check was issued to Ida May Fuller (pictured) of Ludlow, Vermont, in the amount of $22.54. Miss Fuller, a Legal Secretary, retired in November 1939. She started collecting benefits in January 1940 at age 65 and lived to be 100 years old, dying in 1975.

Ida Mae Fuller.jpg

The May 7th Transitions Information Session, to be held from 11:00 a.m. to Noon, will be available through UMConnect.

To join the session:
https://umconnect.umn.edu/transitions/

Sign in as a guest.

If you have never attended a meeting via UMConnect (which uses Adobe Connect Pro), you may want to:

Test your connection.

Get a quick overview.

Do you have technical questions or need help with UMConnect? Call 612-624-9800 or e-mail pchelp@ohr.umn.edu.

View, download, or print the invitation to attend an information session about Transitions on May 6 (West Bank), May 7 (East Bank and UConnect), or May 11 (St. Paul).

Invitation

The draft policy document for the Transitions Phased Retirement program is online and available for comment through April 27, 2010.

View Draft Policy

The prospectus contains a brief summary of the Transitions Phased Retirement program, a policy overview, the program's underlying framework, and information about the Transitions Workshop Series.

View, download, or print the Transitions Prospectus.