Retirees & Beneficiaries

Education

2023 Education session dates

Location: Zoom Webinar
Date: TBD
Times: TBD

Retirement Process with DPFP

Zoom Webinar hosted by TBD

Date: TBD

This session will review the steps necessary to apply for pension benefits when members are ready to retire. It will detail the paperwork required by DPFP, what to expect at your retirement appointment, and provide a calendar to assist with setting your retirement date. An addendum with contact information for the City of Dallas is included.

How Drop Works in Active Service And Retirement

Zoom Webinar hosted by TBD

Date: TBD

This session will discuss the process for a member to join DROP, how the monthly pension benefit builds the DROP account, the impact of the 100% Joint and Survivor benefit on the DROP account, and the annuitization of the DROP account upon retirement. For members that are pension eligible (50+ years of age or at least 20 years of service).

Foundational Concepts of Your Pension

Zoom Webinar hosted by TBD

Date: TBD

This session will discuss the foundational concepts of your pension. We will review eligibility requirements, discuss service purchases, explain how your pension is calculated, as well as discuss the available options if you need to leave the City of Dallas before retirement. For members with at least 5 years of service.

Social Security with Expert Tom Clark

Zoom Webinar hosted by Tom Clark

Date: TBD

Tom Clark worked for the Social Security administration for 33 years. He has given more than 6,000 speeches while working for social security and is joining us to discuss how your pension from DPFP will affect the Social Security benefits you could receive based on your own work or your spouse’s work. This will include explanations of the Windfall Elimination Provision and Government Pension Offset. He will also discuss Medicare entitlement and when to file for Medicare Parts A and B. Tom will be making references to Social Security Statements. Feel free to download yours prior to the webinar by signing into your My Social Security account at www.ssa.gov.

Register

Get to Know Your 401K and 457 Plans with Fidelity

Zoom Webinar hosted by Josh George, Workplace Financial Consultant with Fidelity

Date: TBD

No two retirements are alike but having a plan is important for everyone. Explore the different retirement income strategies that can help you grow and preserve your savings in retirement. Presented by Josh George, Workplace Financial Consultant with Fidelity Investments.

Sasha Sigman
Phone: (214) 780-287
Email: sashas@dpfp.org

Important Dates to Consider at Retirement

Electronic financial statements are provided for convenience and informational purposes only. A copy of printed financial statements will be provided on request by contacting us at info@dfpf.org.