Oregon PERS by the Numbers 2025: 7 Key Takeaways for Members & Retirees
Автор: Collective Wealth Planning
Загружено: 2026-01-30
Просмотров: 223
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In this video, Brenna Baucum, CFP® walks through the most important takeaways from Oregon PERS by the Numbers 2025 — the annual report that outlines funded status, benefit levels, and systemwide trends for Oregon’s public pension system.
This plain-English overview is designed for Oregon PERS members and retirees who want clarity beneath the headlines. Topics covered include:
Oregon PERS funded status and long-term projections
What the 6.9% assumed rate of return really means
Employer side accounts and why they show up in the news
Typical PERS benefit levels and replacement ratios
The role of the Individual Account Program (IAP)
Work-after-retirement rules and planning considerations
Whether you’re already retired or planning ahead, this video focuses on what actually matters for real-life retirement planning, not political noise.
▶️ Read the companion blog: Oregon PERS by the Numbers 2025 – 7 Key Takeaways: https://collectivewealthplanning.com/...
📅 Need help with a specific PERS question? Learn about Hourly Oregon PERS Consulting at Collective Wealth Planning: https://collectivewealthplanning.com/...
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