Retirement Tools


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

The administrative staff in the Office of Staff Services remain the primary and best resource for specific individual benefits information.

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
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:


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

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

To learn more about Executive Services and what they can provide, see...Presentation About Executive Services