Retirement and Investment Plans
Retirement and Investment Plans Heading link
The University of Illinois offers a comprehensive retirement package to help plan for future financial stability. This includes participation in the State Universities Retirement System (SURS), two optional tax-deferred retirement plans (403(b) and 457 plans), and the opportunity to purchase U.S. Savings Bonds. There are a number of face-to-face retirement educational opportunities for you to attend. In addition to the face-to-face sessions available below, more comprehensive information can be found on the University of Illinois Human Resources website under Retirement and Investment Plans.
Retirement Orientation Overview Sessions – These sessions provide an overview of retirement and investment options at the University, including SURS and the 403(b) and 457 tax-deferred plans. New faculty are encouraged to attend a session as soon as possible.
403(b) Seminars– These seminars are presented by representatives of the 403(b) investment companies. Seminars are generally offered twice a year at each campus, and cover various topics for beginning and more advanced investors.
403(b) and SURS SMP One-on-One Counseling – Representatives from the 403(b) Plan and the SURS Self-Managed Plan (SMP) investment companies are available on each campus on a monthly basis to hold free counseling appointments with participants.
Chicago Campus: Retirement Planning Conference – This conference is held annually at the Chicago campus and offers sessions on SURS, income planning, and other topics. Refer to the Retirement Planning Conferences section on Retirement and Investment Plan Help.