Retirement Home

Retirement Virtual Learning Courses

Planning for your retirement can be an exciting time, but figuring out how much money you’ll need during retirement and understanding how to complete the paperwork can be a mystery. To help remove the guesswork, the PG&E Pension Team developed recorded virtual learning courses to help you plan today so you can build your future tomorrow.

Ready to uncover the clues? Check out the courses offered below and enter the course code you're interested in on PG&E’s My Learning* portal to enroll. Recorded virtual learning courses are available on-demand so you can take them at any time that is convenient for you!

*Note, you will need network access to view the course.

In preparation for the workshop, please complete the exercises below:

Though not required, we’ve found that completing the prework is really helpful for participants – not just for this course, but also for your individual retirement planning. If you are not able to complete the prework exercises prior to attending the course, there is still value in doing so after you've participated.

Complete Your Pension Commencement Kit – CORE-9021RVL

Although anyone can take this course to learn more about the retirement process, the Complete Your Pension Commencement Kit recorded Virtual Learning course is generally taken by those who have already requested to retire, received a Pension Commencement Kit and want help understanding and completing their paperwork.

This course is designed to help you:

  • Understand your pension choices
  • Know what paperwork you need to commence your pension payment on time
  • Know when you have to submit your paperwork
  • Fill out and submit your pension commencement kit elections without making an error
  • Understand who needs to use a notary

Though the focus of this course is on completing your pension elections, it also covers other important steps in the retirement process, including how to enroll for retiree medical coverage, signing up for Medicare (if applicable), as well as how and when to notify your leader of your resignation.

Retiree Medical & Other Expenses – CORE-9024RVL

Thinking about retiring in a few years? Will you be able to afford it? The Retiree Medical and Other Expenses recorded Virtual Learning course provides information for coworkers who aren’t ready to retire yet—but are interested in learning about retirement expenses and PG&E retirement benefits, including retiree medical plan options and the Retiree Medical Savings Account (RMSA). The course will help you:

  • Estimate your annual retirement expenses
  • Understand PG&E-sponsored retiree medical plan costs and eligibility
  • Assess whether you need to buy other insurance like dental, vision, life insurance and long-term care
  • Understand Medicare basics
  • Understand how the Retiree Medical Savings Account (RMSA) is calculated, and the role it plays in your PG&E-sponsored retiree medical plan costs
  • Understand the importance of designating and maintaining beneficiaries
  • Learn how to use PG&E tools and resources for retirement planning
  • Determine next steps you can take today

Pension & Other Retirement Income – CORE-9025RVL

Thinking about retiring in a few years? Will you be able to afford it? The Pension and Other Retirement Income recorded Virtual Learning course provides information for coworkers who aren’t ready to retire yet–but are interested in learning about retirement income and PG&E retirement benefits.

The course will help you:

  • Estimate your pension income and understand your 401(k) benefits
  • Understand your Social Security benefits
  • Estimate your guaranteed and variable income
  • Understand the importance of designating and maintaining beneficiaries
  • Learn how to use PG&E tools and resources for retirement planning
  • Determine next steps you can take today