MSRP's Office of Participant Services offers information booths and
several types of workshops, seminars and individual sessions.
To have an educational session scheduled at your agency work site, have your benefits
coordinator email the request to firstname.lastname@example.org
Building Wealth 101
This half-day seminar is based on Building Wealth: A Beginner’s Guide to Securing Your Financial Future, a workbook created by the Federal Reserve Bank of Dallas. It is supplemented by some basic information on estate planning, as well as information on how using your Supplemental Retirement Plans with MSRP makes it easy to save for retirement. The seminar provides basic information and a systematic approach to building personal wealth. It is based on time honored principles: budget to save; save and invest; control debt; and protect the wealth you accumulate. By following these principles you can meet your financial goals such as paying off debt, saving for retirement, putting away money for a rainy day, buying a home, and sending your child to college. Click here for the current flyer with the schedule and registration information.
First Steps to Retirement Planning
This half-day seminar will cover important topics to help early to mid-career State employees make sound financial decisions in planning for their retirement. The seminar will help you understand the three main components of your retirement: your pension, Social Security, and your 401(k)/457(b)/403(b). We will focus on why you need to start planning and saving NOW for your future! Click here for the current flyer with the schedule and registration information.
New Employee Orientation
The seminar covers
the three supplemental retirement plans. It highlights the choices
upon retirement, three provisions: hardship, loan and catch-up, and
distribution options. The length of the seminar is approximately one
hour. It's generally offered as part of the State Retirement
Agency's full-day pre-retirement seminar, but also is offered as a
MSRP Educational Workshops "To Go"
These very popular 45 minute to 1 hour presentations help you think about your
future and your financial goals. Workshops are focused on specific
topics or are targeted for specific groups of employees. They can
be offered around lunch time or any time during the day at your worksite.
For a list of the offerings and descriptions please click here. Please
contact your Benefit Coordinator/Supervisor to request to have a workshop
held at your workplace. For more information about when a workshop
is being held near you, call Team MSRP at 800.543.5605 during regular
Interactive Spending Spreadsheet Click here to download this planning tool referenced in many of our MSRP workshops and seminars to help you take control of your spending and identifying money to save for your future.
One-on-One Counseling: Let's talk about YOU and YOUR account.
field representatives are available to meet for One-On-One Counseling
with all employees enrolled in the plan or those considering enrollment.
The purpose of the sessions is to provide information on the plans.
Counselors will not provide investment advice or recommendations.
The individual counseling sessions will cover how asset allocation
and diversification are typically used to reduce risk. We will try
to answer any questions you have about the plans and we will also
provide you with enrollment materials. To make a 30-minute appointment,
please contact Janet Wilt at MSRP at 410-767-8742.
Employee Orientation: It's never too early to start saving for
This seminar is excellent for new state employees or those not currently
participating. It covers the characteristics of the 457 Deferred Compensation
Plan, the 403(b) Tax Deferred Annuity Plan, the 401(k) Savings & Investment
Plan, and the 401(a) Match Plan. It explains enrollment procedures,
eligibility requirements, investment options, fee structure and distribution
requirements. The length of the seminar can be tailored to the needs
of the employer, and requires as little as ten minutes.