Individual retirement planning sessions are available through URS. The following FAQs provide information on these appointments:

How do members schedule an appointment?
Online, by registering through their URS account.

Can an employee call to schedule an appointment?
Unfortunately no, as we need to have one central place to track which appointments are open or taken. And that central place is the URS web site via the member's myURS account.

What if someone needs help setting up an appointment or simply accessing their URS account?
Members can always call our 401k department for help with re-setting passwords, getting access to their account, navigating the URS online system, etc. Members can call 800-688-4015 or 801-366-7720 between 8 am and 5 pm for assistance.

What if the appointments are already taken; will there be additional planning sessions in my area?
We post the available dates, times and locations about 4 weeks in advance. That allows members enough time to plan ahead for the appointment, but not so far in the future as to forget about making the appointment (at least that's the plan ?). Maybe every 2-3 weeks, members can log into their URS account and check to see if any new planning sessions are scheduled for their area. Employers will also be notified when a planning session has been set, and employers often pass that information along to their employees.

What if a member needs to cancel or reschedule?
We always encourage members who need to cancel to do so online, so that their appointment time can be freed up for another member to use. A member who needs to reschedule can do so simply by signing up for an appointment at a future planning session.

What can a member do to prepare for their planning session?
The best preparation is to attend a URS retirement presentation first. In those presentations, we explain the basics of how a member's retirement plans work. Once a member understands the basics of his/her plans, we can spend more time in the planning appointment exploring the member's unique situation.

What else can a member do to prepare?
Members can complete an investor profile through their myURS account (click on the "What Kind of Investor Are You" link on their myURS home page). Getting an estimate of a member's Social Security benefit, if applicable, is very helpful. Members can obtain their estimate through the Social Security web site at www.ssa.gov. If the member has 401k, 457 and/or IRA holdings outside the URS system, getting an estimate of the monthly income those balances will provide at retirement is also helpful. Members can contact the institution that currently holds those accounts for those monthly estimates.