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Penn Retiree Benefits

Retiree Benefits

New Retirement Planning Guide

See the newly updated Penn's Retirement Planning Guide in the Retiree Benefits Guides section below.

There are many things to consider when you’re approaching retirement or enjoying your retirement—from medical benefits to retirement plan distributions. If you’re thinking about retiring from Penn, this site provides an overview of some important policies and benefits.

ON THIS PAGE:

Ready to Retire? What to Do First

Within 3-12 months before your expected retirement date, request an appointment with a Penn benefits specialist. We will explain the transition from Penn's active-employee medical benefits to Penn's retiree medical benefits. (If you don't have an expected retirement date but just want general information, please contact the Penn Benefits Solution Center at HRBenefits@hr.upenn.edu or 866-799-2329. Please do not submit an appointment request for general information.)

You can get an overview of Penn's retiree medical benefits by reading Penn's Retirement Planning Guide, which is linked below.

    Retiree Benefits Guides

    The Retirement Planning Guide is for employees who are transitioning from active employee benefits to retiree benefits.

    The Annual Selection Guide is for retirees who were covered by Penn's retiree benefits in 2023 and needed to select their benefits for 2024.

    On the Move in Retirement?

    Be sure to keep your address current in Penn's records. There are three easy ways to update your mailing address AND your email address:

    1. Log in to Workday with your PennKey and password at www.myworkday.com/upenn/login.html.

    2. Call the Benefits Solution Center at 866-799-2329.

    3. Email us at HRBenefits@HR.upenn.edu.

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