Exploring Future Directions for the OUS faculty's Optional Retirement Plan:

A presentation sponsored by IFS, WOU Faculty Union & WOU Faculty Senate

MEETING ANNOUNCEMENT

The IFS, the WOU Union & the WOU Senate jointly sponsor a presentation on the Optional Retirement Plan. The session is a overview of PERS' influence on the ORP and why plan managers are studying how to permit the plans to operate independently. The session includes an overview of the legislative process, an introductory discussion on retirement plan concepts to inform policy recommendations, and an opportunity for faculty and staff to discuss the ORP.

PROPOSED AGENDA

  • 1. Opening remarks - Bob Turner, IFS Vice President and Alice Sprague, WOU Benefits Officer
  • 2. ORP Concepts - Denise Yunker
  • a. Measure 29 and the rate correction process
  • b. The ORP/PERS contribution rate connections and disconnects
  • c. Reasons, options and goals for decoupled contribution rates
  • 3. Legislative process overview - Lisa Zavala
  • a. Stakeholders' coalition
  • b. Timelines and benchmarks
  • c. Next steps legislatively
  • 4. Faculty Priorities for the Long-Term Fix - Bob Turner, IFS, Mark Perlman, WOU Faculty Union, Janeanne Rockwell-Kincannon, WOU Faculty Senate
  • 5. Q&A - Group
  • 6. Next steps for faculty - Bob Turner
  • 7. Closing - Bob Turner
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