Member Engagement, Guidance & Education
─── Now & Tomorrow

Member Engagement, Guidance, Education — Now & Tomorrow.

Serving The Working Men And Women Of Organized Labor^™

Megent Financial is headquartered in the greater Chicago area with industry roots dating back to 1918. For decades, we have helped the working men and women of organized labor understand complex benefits, prepare for retirement, and make important decisions with the right support in place. From pensions and defined contribution plans to healthcare and retirement timing, we help clients understand what they have earned and what needs to happen next.

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How We Support You

Whether you are planning for your own retirement, supporting your family, or overseeing a union-related plan, our team brings specialized knowledge and practical support to every relationship.

Union Members

Understand and coordinate the benefits you have worked years to build, including pensions, defined contribution plans, retirement healthcare considerations, and key timing decisions.

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Plan Sponsors & Union Leadership

We help labor organizations strengthen benefit support through retirement plan consulting, fund lineup guidance, participant education, and recordkeeper selection.

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Personal Wealth Services

Coordinate your retirement income, investments, long-term planning, and family priorities in one place. We help clients make important financial decisions with a better understanding of how each piece affects the others.

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We Help You Stay On Top Of The Details That Matter

Our team brings a thoughtful, organized approach to help you understand your options, stay on top of key decisions, and coordinate each part of your financial picture. From the benefits you have earned to the timing that can affect what comes next, we help you move through the process with structure and support.

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Information That Helps You Make Better Retirement Decisions

Our educational seminars help union members understand the benefits they have, the decisions that come with retirement, and the steps that may need to happen along the way. Whether you are still in your working years or getting close to retirement, these sessions are designed to help you better understand pensions, defined contribution plans, Social Security, healthcare, and other factors that can shape what comes next.

^{WHO WE SERVE}
Guidance Specific To You, And No One Else

Explore All Groups

At Megent Financial, we help individuals with complex financial lives that don’t fit a one-size-fits-all approach. From organized labor members preparing for retirement to business owners, union leaders, and public service professionals, we provide guidance that connects pensions, benefits, and long-term financial decisions.

Stay Informed And Prepared With Our Insights

Explore our curated resources to better understand retirement, benefits, planning considerations, and the financial decisions that come with major life transitions. We’re here to provide you with what you need to move forward with more clarity.

Understanding Qualified Charitable Distributions

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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Year-End Moves to Optimize Retirement Transitions

Strategic year-end moves to help you prepare your finances and set goals for a successful transition to retirement.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

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Are You Using the Right Technology?

Discover how the right team & technology boost client success.

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Member Engagement, Guidance & Education─── Now & Tomorrow