Financial Well-Being
Oklahoma Public Employees Retirement System
Financial well-being is being satisfied with your current situation and future financial goals. But most people, at one time or another, have needed advice on how to manage their money. We partner with OPERS and other organizations to provide educational opportunities for financial management and future planning.
OPERS manages Oklahoma’s public pension system, helping state employees prepare for a secure and lasting retirement. They offer learning sessions for state employees. Below is a snapshot of their services. For a complete list, click here to visit the OPERS Member Education page.
Pre-Retirement Seminar
- For those within two years of retirement eligibility.
- Pre-Retirement Seminar and Informational Seminar webinar dates are available at opers.ok.gov/pre-retirement-seminar-schedule.
- Call OPERS at 405-858-6737 or toll-free 800-733-9008 to register.
Principles of Financial Planning and Retirement Planning
- A full-day class provided through OMES Training & Development.
- Please ask your program contact to help you sign up.
Retirement Readiness
Financial Fundamentals
- Both are on-demand two-hour training classes.
- Requirement of 35 in attendance.
- Contact OPERS to schedule.
Empower Retirement
Empower administers SoonerSave and Pathfinder retirement plans for OPERS and educates Oklahoma state employees about their retirement options.. These one-hour presentations offered by Empower are:
- Basics of OPERS pension plan.
- Basics of SoonerSave:
- How it works with OPERS to help fill in the retirement income gaps.
- The difference between the 457 and 401(a) plans.
- Contribution amounts and changes.
- Investment options and how your money is divided.
- Website navigation.
Pathfinder Presentation
- The highlights of your plan.
- Why you should save for your retirement.
- How much you might want to save.
- Strategies for investing.
- The investment options available to you through Pathfinder.
- Distribution options at retirement/end of employment.
- Website navigation.
To schedule a training presentation, contact Chad Guest at (405) 323-6359.
Online Financial Management Training
This list of online training and education resources are for those who are not able to attend in-person training. These offer a variety of financial education trainings from different resources, at no cost to you.
OK Money Matters – Self-Paced Learning Modules.
You will learn how to make your money matter in every stage of life. From buying a car or house to getting married and having kids, the modules give you the tools you need to make informed financial decisions.
