Benefits Workshops

Montclair State University’s Benefits team schedules employee workshops throughout the year on various topics. For more information about upcoming workshops, select one of the links below.

The Retirement workshop is designed to provide an overview of your steps to Retirement. This workshop is designed for employees who are within their 1-year of retirement.

ABP Retirement Zoom Workshop Dates:

November 13, 2024 from 12pm – 12:30pm

ABP Preparing for Retirement

The State is now offering personalized, one-on-one Zoom PERS retirement consultations tailored specifically to your needs. Additionally, they are hosting informative PERS planning seminars.

To sign up for a PERS workshop, simply click the link below.

PERS Retirement Planning Seminar
PERS Personal Video Counseling one-on-one sessions
How to Run a Retirement Estimate
MBOS
Pension ID: can be found in Workday under your Personal ID tab

In this workshop, employees who are preparing a family, considering adoption, or who are planning to become a parent are provided with essential leave-related information.

To register, please contact the benefits team at hr-benefits@big5vn.com to register.

Financial and retirement counseling sessions will be offered by representatives from TIAA, VOYA, Empower, AXA, Metlife, and Valic on campus. These sessions will focus on your specific needs as you prepare for retirement. Registration is required.

TIAA – Nancy Vandergoot & Joe Del Grande

Montclair Campus Dates:

Tuesday, October 8, 2024
- Where: School of Business 412

Tuesday, December 3, 2024
- Where: School of Business 412

Bloomfield Campus Dates:

Tuesday, November 5, 2024
- Where: Library Lower Level – Room LL07
Wednesday, December 18, 2024
- Where: Library Lower Level – Room LL07

Quarterly economic and market update
When: October 9, 2024
Register here to attend the webinar

Understanding health savings accounts (HSAs)
When: October 17, 2024
Register here to attend the webinar

Myth-busting: Planning and managing healthcare expenses
When: October 23, 2024
Register here to attend the webinar

Investing essentials: 5 principles to invest with confidence
When: November 5, 2024
Register here to attend the webinar

Naming your beneficiaries: Why it matters
When: November 7, 2024
Register here to attend the webinar

How to get the most from your employee retirement plan
When: November 13, 2024
Register here to attend the webinar

Family wealth education
When: November 19, 2024
Register here to attend the webinar

Take control of your financial life: 5 steps to save money and manage debt
When: December 4, 2024
Register here to attend the webinar

How can I afford college for my kids or grandkids
When: December 12, 2024
Register here to attend the webinar

VOYA – Frank Booth

Wednesday, October 9, 2024
- Where: School of Business 327
Tuesday, November 19, 2024
- Where: School of Business 412

Retirement and your Paycheck Workshops:

Wednesday, November 13, 2024 11:30am
Wednesday, December 11, 2024 11:30am
Wednesday, January 8, 2025 11:30am
Wednesday, February 12, 2025 11:30am
Wednesday, March 12, 2025 11:30am
Wednesday, April 9, 2025 11:30am

Empower (formerly Prudential Retirement) – Jordan Swartz

Call/email to schedule an in person one-on-one session:
732-236-6782
jordan.swartz@empower.com

AXA Equitable – David Lynch

Call/email to schedule an appointment:
732-585-2451
david.lynch@axa-advisors.com

Empower (formerly Mass Mutual) – Ira Goldberg

Call/email to schedule an appointment:
848-248-4353
igoldberg@gittermanwealth.com

MetLife – David Sharpe

Wednesday, October 23, 2024
- Where: School of Business 327
Thursday, November 14, 2024
- Where: CCIS 328
Wednesday, December 11, 2024
- Where: School of Business 412

VALIC – Nazma Begum

Wednesday, November 20, 2024
- Where: School of Business 327

Your Retirement Plan at Work Workshops:
When: Every Friday 12pm – 1pm
Register here to attend the workshop

Social Security Benefits workshops are designed to complement the Retirement Planning workshops offered by Human Resources. The Social Security 101 session will be presented by a Social Security Specialist from the U.S. Social Security Administration.

Part 1: New Hire Benefits self-guided presentation

Part 2 (optional): Q&A Workshop for New Hire Benefits | *Prerequisite Required*
Congratulations on completing the New Hire Benefits self-guided presentation! Now it’s time to dive deeper and get answers to any lingering questions you might have.

We’re excited to invite you to an interactive Q&A Workshop. This is your opportunity to gain further clarity on any areas you found complex or need clarification.

To make the most of this Q&A session, we encourage you to come prepared with any general questions you’ve gathered from the presentation. Our goal is to make this an informative and engaging discussion!

Important Reminder: This workshop is open to employees who have completed the self-guided New Hire Benefits workshop. If you haven’t done so yet, please complete it before registering for the Q&A session.

Wellness Webinars

Colon Cancer Awareness, Prevention and Detection, October 9th 12pm – 1pm
During this session, Health Educator Rachel Lendner discusses colon cancer risk factors, early warning signs, and how to choose and prep for the screening procedure that is right for you.
Register Now

Demystifying Common Diets and Weight Loss Gimmicks, October 15th 1pm – 2pm
Victoria Peck-Gray educates attendees on the dangers of some diet trends and what diet tips actually work. You’ll become more knowledgeable consumers in a market filled with diet misinformation.
Register Now

Estate Planning, October 23rd 12:30pm – 1:30pm
Abigail Hollar, CFP®, Financial Planner, does not offer legal advice, but she will explain the documentation needed for estate planning in this informational webinar.
Register Now

Zumba/Latin Dance, October 31st 5:30pm – 6:30pm
Follow Heidi Winkler as she leads this exciting workout, which combines dance and cardio for a major calorie burn with a little spice.
Register Now

To watch a recorded webinar, please visit HorizonBlue.com/njwellwebinars.

What is The Deferred Compensation Plan? Why Should I Join?
When: Monday, October 7,2024
Register here to attend the webinar

Purchasing Service Credit for PERS, TPAF & PFRS Members
When: Tuesday, October 8, 2024
Register here to attend the webinar

Understanding Your Pension Benefits for PERS & TPAF Members – State Employees Only
When: Tuesday, October 8, 2024 & Wednesday, October 30, 2024
Register here to attend the webinar

Benefits of Combining Your Retirement Plans: Learn About Rollovers
When: Tuesday, October 8, 2024
Register here to attend the webinar

Deferred Compensation Plan Distribution Options
When: Tuesday, October 8, 2024
Register here to attend the webinar

Retirement Planning for PERS and TPAF Members – State Employees Only
When: Thursday, October 10, 2024
Register here to attend the webinar

Live Q&A for PERS and TPAF Members – State Employees Only
When: Friday, October 11, 2024
Register here to attend the webinar

Roth After-Tax Contributions Explained
When: Friday, October 11, 2024
Register here to attend the webinar

5 Steps to Retirement Readiness for State Employees
When: Tuesday, October 15, 2024 & Wednesday, October 30, 2024
Register here to attend the webinar

Retirement Types, Eligibility & Calculations for PERS & TPAF Members
When: Wednesday October 16, 2024
Register here to attend the webinar

PERS and TPAF Pension Payment Options
When: Wednesday October 16, 2024
Register here to attend the webinar

PERS and TPAF Retirement Estimates
When: Wednesday October 16, 2024
Register here to attend the webinar

Reviewing a Sample Retirement Application for PERS and TPAF Members
When: Wednesday October 16, 2024
Register here to attend the webinar

Overview for Employees in the DCRP
When: Thursday, October 17, 2024
Register here to attend the webinar

Social Security Benefits for Members of all NJ State Administered Retirement Systems
When: Friday, October 18, 2024 & Tuesday, October 29, 2024
Register here to attend the webinar

Reviewing a Sample Retirement Application for PFRS Members
When: Tuesday, October 22, 2024
Register here to attend the webinar

Deferred Compensation (NJSEDCP) Plan Overview for State of NJ Employees
When: Thursday, October 31, 2024
Register here to attend the webinar

National Webinar: Retirement Readiness
When: October 22 – October 30
Register here to attend the webinar

National Webinar: Retirement Readiness (en enspanol)
When: October 22 – October 30
Register here to attend the webinar

Open Enrollment FAQ Sessions to help you navigate the upcoming open enrollment process. These sessions are a great opportunity to ask questions and learn the key details about your benefits. We encourage you to come prepared with any questions you may have to ensure a smooth and successful enrollment process.

October 11, 2024 from 11am – 11:15am
October 18, 2024 from 11am – 11:15am
October 25, 2024 from 11am – 11:15am