Retirement Tools
| Pre-Retirement |
Retirement Guides & Presentations
Retirement Guide - Prepared at the request of staff members, the Officers and Councilors and the Personnel Pre-Retirement Subcommittee. It the single best resource for an overview of the various considerations, benefits and privileges associated with retiring as a Mayo Voting/Consulting Staff member. This outlines some of the key elements of the Medical Care Plan, Pension Plan, Social Security, etc.
The Pre-Retirement Seminar series - held biannually and available through the Office of Staff Services. These are presentations for staff preparing for retirement covering a wide variety of topics e.g. the Mayo Pension Plan and SRP, Medicare, Social Secuity, Long Term Life, Identity Theft and other Insurance Products, Estate Planning, Retirement Investments, etc. An announcement for future seminars will be sent to all prospective retirees in advance.
Medical Planning
- For an understanding of the medical insurance plans for those who retired prior to 2015 and those retiring after 2015, go to Mayo Clinic Emeriti Medical Plans
The administrative staff in the Office of Staff Services remain the primary and best resource for specific individual benefits information.
| Post-Retirement |
Online Presentation (01/27/2023):
| Financial Recommendations in Retirement |
|---|
| By the Office of Staff Services Financial Planners, Mayo Clinic Rochester Arizona, Florida and Rochester campuses To view click link below: Financial Recommendations in Retirement |
| Handouts 5 Steps to Your Best Long Term Care Insurance 2023 Medicare Part B Modified 2023 Social Security Changes - COLA Fact Sheet |
Financial Planning and Benefits
The Financial Advisors in the Office of Staff Services are the best resource for specific individual benefits information. Contact the Office for an appointment.
Contact OSS:
Email: STAFFPS@mayo.edu
Arizona - 480-342-0064
Support Services Building 1-459 (Phoenix Campus)
Florida - 904-953-6254
Vincent A. Stabile Building 352N
Rochester - 507-266-0490
Mayo Building, Lobby Level 126W
Resources after Retiring
- Learning To Let Go: The Opportunity of Retirement - This is written as an introductory Retirement Survival Guide.
- Retirement Checklist
- Retaining Mayo E-mail Address - you may retain your Mayo e-mail address and in fact are encouraged to do so after retirement so we can keep you in the loop. You just need to maintain an active password. If you do not have an active Mayo e-mail address, contact your Emeritus office or the Mayo Clinic Helpdesk.
- Opportunities and Contributions of Mayo Clinic Emeritus Staff
- Staying Connected - This page on our website contains interactive blog for news and announcements, upcoming events, links to our Quarterly Newsletter and our closed group Facebook page.
Executive Services for Medical Benefit Issues
- Dedicated service for Consulting/Voting and Emeriti staff
- Assist with your benefit or claim inquiries, delivering timely, high quality resolution
- Direct collaboration with Medica, Medica ONESource, and Alluma
Contacts: 507-284-4944 or 1-877-721-8222 or OSSExecutiveServices@mayo.edu
To learn more about Executive Services and what they can provide, see...Presentation About Executive Services