SURS

Hacking the new SURS Retirement Savings Plan (RSP)

SURS members will be impacted by the changes to the SURS Retirement Savings Plan. Learn the pros/cons of the SURS Secure Income Portfolio.

How Can a Financial Representative Help Me?

A financial advisor can help you understand your current financial circumstance and develop strategies to take you toward your future goals.

What Should I Know About My Retirement Plan?

University employees, a financial advisor can design a financial strategy to maximize your retirement income while protecting your wealth.

How Will I Pay for Health Care in Retirement?

Health care expenses are a major concern for today’s retirees. Those who aren’t planning ahead may find themselves in trouble down the road.

When Can I Afford to Retire?

Today’s retirement culture demands that retirees develop personalized retirement strategies that reflect their unique financial life.

University of Illinois Voluntary Separation: Should I Do It?

If you need assistance evaluating these financial items, Peak Wealth Planning can guide you through this critical decision.

I’m leaving the University of Illinois. Should I cash in my pension?

The answer depends on your service credits, the type of pension plan, and if you’ll have future employment opportunities within the system.

New to SURS? Selecting the Right Retirement Plan for Illinois University Employees

As an employee at a state of Illinois public universities, you are entitled to participate in 1 of 3 SURS retirement plans.

Big Changes to SURS Self Managed Plan (and What it Means for You)

What are the pros/cons of the new Retirement Savings Plan? What is the Secure Income Portfolio? How can I forecast my retirement income?

How To Get Started