Benefit Coordinator
Seminar/Booth Request Form
Please print this form and return it to: MSRP, William Donald Schaefer Tower, Suite 200, 6 St. Paul Street, Baltimore, Maryland, 21202-1608. Or, fax it to MSRP at 410- 659-0349 For questions about this form, contact the Maryland Supplemental Retirement Plans.
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Name: Mr. Ms. Dr. ______________________
Today’s Date: __________________________________
Title: _________________________________________
Agency/Dept: __________________________________
Address: ______________________________________
Phone: ____________ Fax: ____________________
E-mail: ___________________________________
I would like to schedule the following Seminar/Booth offered by the Maryland Supplemental Retirement Plans. You may check more than one. A representative will contact you to schedule dates/times.
One-on-One Counseling
MSRP field representatives are now 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.Orientation (Overview) Seminar
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 varies from 30 minutes to one hour.Financial Planning 101
This detailed seminar explains the principles of investing, types of investments, types of risk, saving for college, estate planning and retirement plans. It assists employees with locating, evaluating and understanding financial data. The seminar is five hours, but can be offered in split sessions to accommodate scheduling. Specific topics also can be requested. This all day seminar can be offered in split sessions.Personal Finance
This is a series of day long seminars for all State of Maryland employees and officials with between 5 and 20 years of state service. The seminar topics include; Budgeting Basics, Your Pension System, Investing Basics and an overview of your Maryland Supplemental Retirement Plan(s). Please click on the associated link for seminar dates, locations and enrollment information.Pre-Retirement Seminar
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 stand-alone session.Informational Booth
This is a great opportunity for employees to ask individual questions concerning their plans. A field representative sets up a table in the agency and provides information on the plans. All discussions are done on a private, confidential basis. This is a helpful option when a specific time commitment may be challenging. Time may vary.Lunch and Learn Seminars: Seminars designed to fit into your lunch hour.
When the Nest Egg Hatches
Investing and Withdrawing During Retirement Reaching retirement is a significant milestone. It's important to have a plan for managing your income to help make sure it lasts throughout your lifetime.
The Sandwich Generation
Those of the sandwich generation are caught between the obligation to care for their parents-who may be ill, unable to perform various tasks or in need of financial support-and children. Learn how the "sandwich generation" can save for retirement while taking care of their kids and parents.
Retirement Saving....It's a Smart Move
For state employees not currently enrolled, this is an enlightening seminar on the importance of saving for retirement, the power of compounding and an overview of the different MSRP plans and investment options available.I'm Saving My Money
Retirement Planning for Women Women in the labor force have different concerns and challenges than men do. But what about when we retire? The issues for men and women surrounding retirement are different too. Women need to plan for these differences.MSRP Investment Options
An in-depth look at the investment options in the supplemental plans and the process on selecting an appropriate portfolio for your situation.MSRP Online
A "user guide" to the MarylandDC.com website including: setting up your account, making changes and how to use investment resources. Also includes a review of the MSRP website.
Good Money Habits to Stretch Your Dollars
Covers getting your records and bills organized, setting goals, saving before you spend, controlling debt, controlling purchasing and finding low cost alternatives for shopping.
I am not sure which of the above would be most appropriate for our employees.Please have a representative call me to discuss further.
Please print this form and return it to: MSRP, William Donald Schaefer Tower, Suite 200, 6 St. Paul Street, Baltimore, Maryland, 21202-1608. Or, fax it to MSRP at 410-659-0349. For questions about this form, contact the Maryland Supplemental Retirement Plans .
