Hosted by Blue Cross Blue Shield TX

This presentation is designed for those that are Medicare Eligible or will be Medicare Eligible at the time of their retirement.

Preparing for retirement comes with important decisions about your health coverage. Join representatives from Blue Cross Blue Shield of Texas (BCBSTX) for an informative session on UT Care Medicare, the retiree health plan available to eligible University of Texas System retirees.

This presentation will provide an overview of how UT CARE works alongside Medicare and what benefits are available to you as a retiree. Topics will include eligibility, enrollment considerations, coverage highlights, prescription benefits, and how the plan coordinates with Medicare Parts A and B. Representatives from BCBSTX will also walk through the resources and tools available to help retirees manage their health care after leaving employment.

This session is ideal for employees who are approaching retirement and want to better understand their UT CARE coverage options and what to expect as they transition from active employee benefits to retiree health benefits. In addition, the People Services team will highlight the perks of being a UTA retiree, including available campus resources, retiree engagement opportunities, and programs designed to help you stay connected to the Maverick community.

Hosted by Fidelity Investments

This session, Make the Most of Your UT Retirement Savings, will help employees better understand how to maximize and manage their retirement savings as they approach retirement. Participants will learn key strategies for determining how much they may need in retirement, ways to increase retirement savings, and how to preserve and grow their assets over time.

Topics will include workplace retirement savings plans, additional savings options such as IRAs and HSAs, catch up contributions for employees age 50 and over, and investment considerations as you move closer to retirement. The session will also explore important factors that can impact retirement planning, including health care costs, inflation, and longer life expectancy.

This presentation is designed to help employees feel more confident about their retirement savings strategy and understand the tools and resources available to support their financial future.

Follow These Steps to Find and Register for the Session:

1. Enter University of Texas into the Enter Your Employer Name search bar
2. Select Virtual Event from the Select Event Type box
3. A list of events will populate
4. Click Register for the Make the Most of Your Retirement Savings session.

Hosted by Voya Financial

This session reviews key considerations for women when planning for retirement. It covers topics such as understanding unique financial challenges, setting and prioritizing financial goals and strategies for growing and monitoring savings to help ensure a confident retirement journey. The seminar aims to empower women with the knowledge needed to take control of their financial future.

Hosted by Corebridge Financial

Explore a few essential strategies that you might need to focus on in the years before retirement.

Hosted by TCE People Services

This presentation is designed for those who are not Medicare Eligible.

Retirement from UTA is an exciting milestone, and understanding the benefits and resources available to you as a retiree can help make the transition smoother. Join the People Services team for an informative session focused on UT Retiree Insurance and Retiree Resources.

During this session, we will provide an overview of UT SELECT Retiree Insurance, including eligibility, coverage options, and what to expect as you transition from active employee benefits to retiree health coverage. We will also discuss important considerations for maintaining your coverage and where to go for support after retirement.

In addition, the People Services team will highlight the perks of being a UTA retiree, including available campus resources, retiree engagement opportunities, and programs designed to help you stay connected to the Maverick community. This session is ideal for employees who are planning to retire and want to better understand both their insurance options and the benefits of remaining part of the UTA family after retirement.

Hosted by Voya Financial

In this timely webinar, we will walk through how the UTSaver TSA and UTSaver DCP plans can help you strategically defer income, potentially lower your tax bill, and increase the amount invested for the future.

We will cover how each plan works, the key differences in them, and how to determine which option-or combination may work best for your situation. The session will also review 2026 contribution limits, special catch-up provisions, timelines, and the paperwork required to direct vacation pay and VSP payments into the UTSaver plans.

Hosted by Teacher Retirement System (TRS)

Thinking about working after you retire? Join this session to learn the important rules and considerations for returning to work after retirement with a TRS-covered employer. This presentation will provide an overview of employment guidelines for both service and disability retirees, including when you are eligible to return to work and how much you can work without impacting your retirement benefits.

Topics will include required breaks in service before returning to work, limits on part time and full time employment, Employment After Retirement (EAR) exceptions, and what happens if employment does not meet EAR requirements. The session will also explain the “Three Strikes” rule and how exceeding employment limits can affect your TRS retirement benefits.

This session is ideal for employees who are retiring or considering retirement and want to better understand the rules and options for working after retirement under TRS guidelines. 

Hosted by TIAA

Learn how to plan ahead and create income that lasts the rest of your lifetime. Develop a diversified income strategy that helps you manage risk and protects your financial security in retirement.

TIAA will show you how to:

• Understand your income sources
• Create an income strategy to manage risk
• Optimize your income to last a lifetime
• Start preparing now

Hosted by Lincoln Financial

After retiring, you will have important decisions to make about how and when to access your retirement savings. This session will provide a general overview of distribution options that may be available after retirement and considerations to keep in mind when planning how to receive income from your retirement accounts.

Join us to learn how to minimize the tax impact of your vacation payouts and evaluate the distribution options that can help you preserve more of it and support your transition.

Hosted by TCE People Services

This presentation is designed for those who are not Medicare Eligible.

Retirement from UTA is an exciting milestone, and understanding the benefits and resources available to you as a retiree can help make the transition smoother. Join the People Services team for an informative session focused on UT Retiree Insurance and Retiree Resources.

During this session, we will provide an overview of UT SELECT Retiree Insurance, including eligibility, coverage options, and what to expect as you transition from active employee benefits to retiree health coverage. We will also discuss important considerations for maintaining your coverage and where to go for support after retirement.

In addition, the People Services team will highlight the perks of being a UTA retiree, including available campus resources, retiree engagement opportunities, and programs designed to help you stay connected to the Maverick community. This session is ideal for employees who are planning to retire and want to better understand both their insurance options and the benefits of remaining part of the UTA family after retirement.

Hosted by TIAA

If you have saved in a traditional IRA or workplace retirement plan, Retirement Minimum Distributions (RMDs) are a key part of your income strategy. This webinar helps simplify the rules and timelines around RMDs - so you can stay on track and avoid unnecessary penalties.

In this webinar, you will learn:

• What RMDs are and when they apply
• How to calculate and take your distributions
• Strategies to minimize taxes and avoid costly mistakes
• Ways to keep your money working for you

Hosted by Voya Financial

Social Security decisions can have a lasting impact on your retirement income. With multiple claiming strategies available, understanding your options is critical to making the most of your benefits.

In this webinar, Voya will walk through the key Social Security decisions you will face, explore common claiming strategies, and discuss important considerations that can help you maximize your benefits.

Hosted by Blue Cross Blue Shield TX

This presentation is designed for those that are Medicare Eligible or will be Medicare Eligible at the time of their retirement.

Preparing for retirement comes with important decisions about your health coverage. Join representatives from Blue Cross Blue Shield of Texas (BCBSTX) for an informative session on UT Care Medicare, the retiree health plan available to eligible University of Texas System retirees.

This presentation will provide an overview of how UT CARE works alongside Medicare and what benefits are available to you as a retiree. Topics will include eligibility, enrollment considerations, coverage highlights, prescription benefits, and how the plan coordinates with Medicare Parts A and B. Representatives from BCBSTX will also walk through the resources and tools available to help retirees manage their health care after leaving employment.

This session is ideal for employees who are approaching retirement and want to better understand their UT CARE coverage options and what to expect as they transition from active employee benefits to retiree health benefits. In addition, the People Services team will highlight the perks of being a UTA retiree, including available campus resources, retiree engagement opportunities, and programs designed to help you stay connected to the Maverick community.

Faculty
Faculty members electing and approved to participate in Phased Retirement will have a 3 month black out period (*Exception Approval Required - 1 month blackout for those who supervise students.), during which they cannot perform any work for UTA from June 1, 2026 to August 31, 2026. On September 1, 2026 they will return as an Adjunct Professor without tenure at 50% FTE or less, with a 9 or 12 month salary based on the employee’s academic rate immediately preceding the Phased Retirement Period multiplied by the percentage time of appointment.

Phased Retirement will be approved in units of one academic year, and will not exceed two academic years. 

Staff (Invitation Only)
Staff members may only elect Phased Retirement at the invitation of their VP or Dean. Those staff members who are invited and elect to participate in Phased Retirement will have a black out period, during which they cannot perform any work for UTA from June 1, 2026 to August 31, 2026. On September 1, 2026 they will return to a staff role at 25% or 50% FTE with an annual salary based on the employee’s current annual salary multiplied by the percentage time of appointment.

Phased Retirement will be approved with an end date of no later than August 1, 2027.

Staff member may not frontload or backload work during the Phased Retirement Period by working full time in one semester and not working in the other
semester.

Merit Increases During Phased Retirement
Employees participating in a phased retirement arrangement remain eligible for merit-based salary increases during the phased period. Any adjustments will follow standard University salary policies and are subject to the available budget.

Faculty
Faculty will be barred from working at UTA for one full year. Any employment with UTA after that date would be at the University’s discretion and must follow all applicable laws and retirement plan requirements (ORP or TRS). Future employment at UTA, following the one-year separation date, will be at the Dean and Provost’s discretion and will be limited to part-time faculty positions at the part-time faculty compensation rate, as adjuncts, to teach not more than 2 classes per semester.

Staff Invited to Participate in Phased Retirement
Staff will be barred from working at UTA for two full years following the end of their Phased Retirement Period. Any employment with UTA after that date would be at UTA’s discretion and must follow all applicable laws and retirement plan requirements (ORP or TRS). 

Faculty
Faculty will be barred from working at UTA for one full year following the end of their Phased Retirement Period. Any employment with UTA after that date would be at UTA’s discretion and must follow all applicable laws and retirement plan requirements (ORP or TRS).

Future employment at UTA, following the one-year separation date, will be at the Dean and Provost’s discretion and will be limited to part-time faculty positions at the part-time faculty compensation rate, as adjuncts, to teach not more than 2 classes per semester.

Staff
Staff will be barred from working at UTA for two full years. Any employment with UTA after that date would be at UTA’s discretion and must follow all applicable laws and retirement plan requirements (ORP or TRS)