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Understanding our Products and Services

We provide assistance in the following areas:

Understanding Your Pensions and Benefits

  • Calculation of Pension Credits
  • Coordination of Benefits
  • Effects of a Break in Service
  • Survivor Benefits; Pre- and Post-Retirement
  • Beneficiary Updates
  • Pension Commencement
  • Impact of a Divorce
  • Effects of a Military Break in Service
  • Qualifying for Fringe Benefits at Retirement

Understanding Your Defined Contribution Plan

  • Allocation of Retirement Funds
  • Arrangement of Defined Benefit and
    Defined Contribution Plans
  • Application of Retirement Ready Funds
  • Integration of Outside Investments

Understanding Other Financial Decisions

  • Insuring Your Life
  • Spouse’s Retirement Plans
  • Insuring Your Assets
  • Saving and Investing Outside of Union Plans
  • College Planning

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Tax Planning
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Planning
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance