Financial Wellness

Ensuring your financial wellness, now and in the future

Finances are one of the most complex topics that impacts us daily. Uplift Oregon believes that an integrated approach is vital to ensure you can live your life to its fullest now, while setting yourself up for success in the future.

As an employee of the State of Oregon, you have many resources and programs available to help you thrive. Canopy, your employee assistance program (EAP), can connect you with financial counselors to provide guidance for your current financial situation.

For retirement, the State of Oregon is a Public Employees Retirement System (PERS) qualifying employer, so you may qualify for PERS retirement benefits. You also have an option to contribute to the Oregon Savings Growth Plan (OSGP).

Uplift Oregon provides workshops on all the resources listed above. You can find the dates and times for these workshops below, or on the events page.

24.06.27_RISE-SEIU-503_Allison_Varga_00020(1)

Public Employee Retirement System (PERS)

State of Oregon employees in qualifying positions have a 2-part retirement program through the Public Employees Retirement System (PERS). The two parts are your Individual Account Program (IAP) and your pension.

To learn more about PERS, you can visit the PERS nonretired homepage. On this homepage, you can find educational videos, important links, and forms regarding your benefits. You can also attend a live workshop, hosted by Uplift Oregon in partnership with PERS, to learn more and ask any questions you may have.

If you started working in a PERS-qualifying job on or after August 29, 2003, were not previously a member of any other PERS plan, and are not a judge, you belong to PERS’ Oregon Public Service Retirement Plan (OPSRP). You can learn more about OPSRP by reviewing the OPSRP overview webpage.

PERS Nonretired Homepage

PERS Workshop Worksheet

OPSRP Overview

Oregon Growth Savings Plan (OSGP)

The Oregon Savings Growth Plan (OSGP) is the only voluntary retirement savings program available to State of Oregon employees. This plan helps you prepare for any potential gaps between the income your IAP, pension and social security benefits may provide.

The OSGP website contains extensive information about the deferred compensation savings plan and allows you to manage your plan once you’ve enrolled. The website also allows you to schedule a one-to-one session with an OSGP counselor, review resources, videos, and more. You can also attend a live OSGP workshop, hosted by Uplift Oregon, to gain an in-depth knowledge of the program.

OSGP Homepage

OSGP Plan Resources

Video Library

Canopy

Canopy, your employee assistance program (EAP), can help provide resources and support on many different topics that impact your finances. Canopy offers unlimited financial coaching for free, as well as home ownership programs, childcare and eldercare resources, legal referrals, identify theft services, and more.

You can find more information on the personal assistance page on the Canopy website. You can also attend a live workshop, hosted by Uplift Oregon in partnership with Canopy, to learn more about the services available to you.

Canopy Personal Assistance Homepage

A man with tattoos in a button up shirt smiling at a table in a conference room.

June 18: A Preview of Your Oregon PERS Benefits

This workshop will provide Oregon State workers with a high-level overview of your PERS benefits as you begin your career in public service. It will cover your retirement benefits, how and when you will be able to access those benefits and additional information that may be helpful throughout your career.

A woman in a white long sleeve shirt with red flowers on it writes on a white board.

May 21: Introduction to Oregon Savings Growth Plan (OSGP)

Uplift Oregon is excited to host an introduction to OSGP workshop for state of Oregon employees, focused on how OSGP can help you increase your retirement income, examine the difference between Roth vs. pre-tax options, and the time value of money and investing.

March 19: A Preview of Your Oregon PERS Benefits

February 26: Introduction to Oregon Savings Growth Plan (OSGP)

December 18: A Preview of Your Oregon PERS Benefits

December 11: Introduction to Oregon Savings Growth Plan (OSGP)

September 11: A Preview of Your Oregon PERS Benefits

This workshop will provide Oregon State workers with a high-level overview of your PERS benefits as you begin your career in public service. It will cover the components that make up your retirement benefits, how and when you will be able to access those benefits and additional information that may be helpful throughout your career.

August 7: Intro to Oregon Savings Growth Plan

Uplift Oregon is excited to host an intro to OSGP workshop for state of Oregon employees, focused on how OSGP can help you increase your retirement income, examine the difference between Roth vs. pre-tax options, and the time value of money and investing.

Previous Next