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Retirement Process

March 3, 2005 

Members present:  Bob Strayer, Becky Mann, Darrel Isaacs, Jane Salisbury

Members absent:  Larry Dragosavac

  1. The team reviewed the retirement planning documents for STRS and PERS.  It was agreed that the following changes/additions be made to the documents:
    • STRS:  In the area titled Three years from retirement, place “calculate your retirement need” above “schedule an…counselor.”
    • PERS:  Add information regarding the Employee Checkout Form from Personnel.
       
  1. Becky Mann will make the desired changes and forward the documents to team members for a final review.
     
  2. If acceptable to the team, the documents will be presented to the CQI Steering Committee in April, and if accepted, be posted in the CQI Process Manual as guides for retirement planning.
     
  3. No additional meetings are expected.

 

 

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