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CLICK HERE TO VIEW INFO REGARDING GE 401(K) LITIGATION
We understand that GE has made several announcements over the last couple of months regarding reducing the workforce and we want to ensure you are prepared if this impacts you. ARGI is planning a series of webinars to help answer frequently asked questions in regards to important topics during times of transition.
Not sure if a VRIP is right for you? Check out our guide Early Retirement Offers: What You Should Consider.
We also encourage you to schedule a complimentary consultation with one of our GE Benefits consultants.
Check back soon!
Are you potentially maximizing your GE Benefits? How confident are you with your investment strategy Are you concerned about your retirement income? In your complimentary benefits review our experienced benefits consultants will review these and any other questions you may have in regards to financial planning. Topics may include:
There could be a number of possible outcomes with the upcoming changes, and uncertainty is unsettling. Talk with an experienced advisor who can help coach you through this time of transition.
Short-term:
• Review agreements benefits lost, new company benefits (where applicable)
• Cash flow
• Tax-planning strategies to consider
• Understanding medical benefits
Long-term:
• Options and appropriate strategies for your RSP and whether or not you can or should roll it over
• Evaluate your potential retirement income scenario and discuss the best decisions for your family
• Stock options
You’ve dedicated a lot of time building your retirement nest egg. Let’s make sure it’s set up to work for you in retirement by implementing strategies designed to:
Our goal is to help you find financial clarity. Whether you are currently employed with GE, transitioning to a new position or company, or preparing for your upcoming retirement… we can help.
For over 20 years* we have worked with GE employess and their families to understand their company benefits and create a financial plan that works to meet their short- and long-term goals.
We believe creating a financial plan is the first step toward a successful retirement. Many factors affect your financial future, so we’ve created an in-house team of specialists to help you along the way.
As an ARGI client you will have a dedicated advisor team with access to specialists in other fields such as tax and insurance.
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