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Financial Fitness

Financial Services for County Employees

ING Retirement Services

Meet Wendy Stefani, your ING financial planner. Wendy has been assigned as Clackamas County’s financial representative from ING. She can assist you with retirement planning, budgeting, reaching financial goals, understanding how to get the most out of your deferred compensation plan and a myriad of other related needs. Contact Wendy at (503) 937-0363 or toll free at (800) 638-3141.

You can also visit the ING Retirement Services webpage for Clackamas County, which has many educational resources and tools.

Financial Classes

Financial Lunch N’ Learn classes are available through Wellness, Benefits, and Wendy Stefani with ING. Additionally, guest speakers may occasionally coordinate with Clackamas County to provide classes on a variety of financial topics. To see if any financial Lunch N’ Learn classes have been scheduled for the near future, check out the upcomming events section of the Wellness & Safety @ Work Newsletter.

PERS/OPSRP

Being employed at Clackamas County means that most of us become eligible for the Public Employees Retirement System or Oregon Public Services Retirement Plan. Whether you are enrolled in PERS or OPSRP will depend on when you first became eligible to receive this benefit. To learn more about PERS or OPSRP, click on the link below:

Metropolitan Life Insurance Company

Clackamas County Employees are provided with life insurance through Metropolitan Life Insurance Company in their comprehensive benefits package. However, additional coverage may be necessary for you and your family’s financial security. When a loved one dies, there is not only a financial need for the funeral and burial services, but you may also need to replace family income, pay for child care services as a single parent, or take some time off work to grieve. If you have a need for additional life insurance, you have the option of purchasing more coverage directly through Metropolitan Life.

Clackamas Community Federal Credit Union

As an employee in Clackamas County, you become eligible to join Clackamas Community Federal Credit Union whether you live in Clackamas County or not. A credit union is different than a bank in that it is a not-for-profit organization that is a member owned, cooperative financial institution. Banks are for-profit organizations. Consequently, you may find that you can get more "bang for your invested buck" with a credit union. Additionally, you still receive many of the same services and products you would with a traditional bank. If you want to learn more, visit the Clackamas Community Federal Credit Union website.

Content provided by Wellness

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