Pre-Retirement Checklist

  • Discuss retirement with your spouse and family. Consider emotions, timing, finances, and health.
  • Attend Transitions to Retirement workshop. The USC Office of Benefits Administration and the USC Emeriti Center offer Transitions to Retirement Planning Sessions. These seminars are held throughout the year.
  • Network with peers.
  • Talk with your department chair.
  • Consult with your dean.
  • Schedule a confidential appointment the faculty retirement navigator by writing to Debbie Jones at
  • Think about post-retirement use of time (family, leisure, travel, professional, and volunteering).
  • Review your asset allocation.**
  • Work with your USC retirement plan vendor or your financial adviser to create a plan for income and expense projections through retirement.
  • Learn about your health care options including Medicare and USC Senior Care*.
  • Meet with professionals to discuss taxes and estate plans.
  • Review and update beneficiaries on both your insurance and retirement accounts.
  • Review your insurance policies.
  • Organize important documents. The Emeriti Center has developed a writeable PDF, My Confidential Documents, to help you prepare, collect, and store all of your important information in one place.
  • In your final four months of service, contact Keri Marroquin, Benefits Retirement Navigator, to discuss continuation of insurance benefits (dental, life, long-term care, vision, etc.) post-retirement via e-mail at or call (213) 821-4572.

*A 2015 presentation on USC Senior Care by USC Health Plans.

**Seek professional help as you transition retirement savings and investment portfolios to retirement income portfolios.

Last updated September 2020