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403b and IPERS Planning Webinar

Thursday, January 15, 2026
1:00 PM - 2:00 PM (CST)

A virtual link will be emailed to registrants prior to the event.

* Registration open until 1/14/26 at 8:30 PM (CST)

Event Details

Free Webinar Hosted by Equitable!

SAI members are invited to attend a FREE 403b and IPERS Planning Meeting with Kyle Goerdt, Spencer Reed, and Ryan Bosch from Bosch Financial / Equitable, an SAI platinum corporate partner. This session will take place at virtually and will cover important details about the IPERS Pension and the 403(b) plan for IPERS employees.

Topics include:

  • 403(b) Plan: An education employee’s version of a 401(k), Roth vs. Pretax, and strategies for saving for retirement while reducing taxes.
  • IPERS Benefits:
    • The role of IPERS in your retirement
    • How IPERS benefits are calculated
    • IPERS retirement rules
    • Planning for your IPERS benefits

There will be a Q&A session, time permitting.

This meeting is not just for those nearing retirement—staff at any stage of their career, Learning how to make informed decisions now will pay off in the long term. Past attendees have found the information invaluable for planning a successful retirement.

Hosted By SAI Platinum Corporate Partner: