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Think planning is hard? It doesn’t have to be.
We all want to have a financially sound future while avoiding common pitfalls and missteps along the way. Your plan can provide assistance and insight into the challenges we all face when trying to save for retirement, and some of the best ways to help overcome them.
Here are some ways to get going—and keep going—toward your goal of retirement readiness.
Achieve retirement success
Get online Set up your online account
As a member of the OPEUI Plan an account has already been established in your name. OPEUI Plan makes contributions on your behalf. Log in to view your investment options and explore customized planning tools.Sign up for online accessOpens in a new window
Get focused Find out how to get on track and stay there
A successful retirement begins with a dream for tomorrow. The Retirement Income Calculator1 helps you set goals, shows you if you’re on track to meet them and lets you know what you can do if you’re not.Footnote. Participants using the Retirement Income Calculator should consider other assets, income and investments (e.g. equity in a home, Social Security benefits, individual retirement plan investment, etc.) when assessing the adequacy of the estimated income stream as provided by this tool. The Retirement Income Calculator is hypothetical and for illustrative purposes only and is not intended to represent performance of any specific investment, which may fluctuate. There is no assurance that retirement income objectives will be met. You can lose money by investing in securities. End footnote.Log in to try the Retirement Income CalculatorOpens in a new window
Get a strategy Save in the way that makes sense for you
After how much you save, how you invest is one of the most critical factors in meeting your goals. Whether you’re a do-it-yourselfer or prefer a little help, you have options.Log in to set your investment preferencesOpens in a new window
Get rolling Consider the benefits of consolidating your accounts
Have other retirement accounts? Rolling them into your current plan could offer a number of benefits. To help you find out if this strategy is right for you, talk to a retirement counselor.Talk to a counselor about consolidating