New to OU?

• Start saving early.
• We recommend starting your savings with 15% of your income, but it’s a good idea to save even more. No one has ever complained about having too much money to retire.
• Whether you decide to enroll in the Oklahoma Teachers' Retirement System or choose the 9% employer-paid defined contribution plan, you can also contribute to a voluntary retirement savings plan. Learn about OU’s retirement plans here.
• Although 15% is the recommended amount to save for retirement, you don’t have to make it there all at once. You can start with less and work your way up. The important thing is to get started!
• Periodically review your retirement readiness with a Fidelity representative or a private financial planner.
• Visit Fidelity.com/Webcasts for practical conversations to help you live well financially.

You may visit Employee Self-Service using your login credentials and select the tile for OU Retirement Elections. This will allow you to make elections, provide necessary forms, and give you the ability to attach the required documents before submission. Your retirement planning options will vary depending on a couple of key factors:

• If you are interested in participating in Option 1 or Option 2.
• Your personal circumstances.

If you’re new to the retirement planning process or you have questions, we can help! OU’s official record keeper is Fidelity Investments and you can schedule a 1-on-1 meeting with them to get all the education you need to make an informed decision about your retirement planning options. To set up a meeting, click on the button on the right to Schedule a One-on-One Consultation.