GE Pension Funding Changes:
Over the last several years, one of the most discussed topics surrounding GE has been the funding status of the GE Pension Trust. For many GE employees and retirees, the pension is a major component to their retirement, and news of the pension’s underfunded status has left many concerned.
ARGI’s team is here to help you and your GE colleagues better understand what the underfunded pension can mean for your personal financial future.
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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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