OSU Retirement Information

Hired Prior to July 1, 2004

News You Can Use - June 2004

Final Legislation (House Bill 2226)
Text of House Bill 2226
Sample OTRS Low Base Benefit Calculations for HB2226 (excel)
Sample OTRS High Base Benefit Calculations for HB2226 (excel)

Letter From President Schmidly (May 27, 2004)
Letter and Press Release

Letter From President Schmidly (May 21, 2004)
Word format

Letter to Governor Henry
from Presidents Schmidly and Boren (May 13, 2004)

Word format

Comments by Tommy Beavers of OTRS (May 19, 2004)
PDF format

Flexible Compensation Benefits Committee
Retirement Subcommittee (2003) Final Report

PDF format

Letter from Co-Chairs (May 4, 2004)
Flexible Compensation Benefits Committee Retirement Subcommittee

Word format

Flexible Compensation Benefits Committee
Proposals on Retirement

Benefits Fair Presentation (April 6, 2004) (PowerPoint)

OTRS Retirement Benefits Formula For OSU/OU Employees
(Law before HB2226 Passed)

News You Can Use - July 2003
OTRS Contributions & Benefits Formulas (Word format)
OTRS Trends Newsletter - October 2003 (See pages 3 & 4) (pdf)

Letter from David J. Schmidly, System CEO, President (Dec 9, 2003)
SUBJECT: Comments on OSU/A&M Board of Regents Decision on Retirement
Word format or PDF format

Letter from David Bosserman (Dec 9, 2003)
SUBJECT: Early Retirement Incentive Program
Word format  or  PDF format

Letter from David Bosserman (July 30, 2003)
SUBJECT: Retirement Benefits Improvements
Word format or PDF format

Letter from David J. Schmidly, System CEO, President (June 6, 2003)
SUBJECT: OSU Retirement Programs
Word format or PDF format

Pre-1993 Retirement Contributions Calculator
Instructions and Calculator

Frequently Asked Questions
OSU Retirement Program Changes (July 1, 2003)
Pre-1993 Contribution Schedule (July 1, 2003)