Your GE Planning Resource

News & Updates

 

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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Upcoming GE Events

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How We Can Help You

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:

  • Insurance – Life, Health, Disability, Long-term Care, & PEL
  • Pension Options – Survivor Options, PPA/VPA
  • Supplemental & Special Pension
  • Review Payroll Deductions
  • Tax Planning
  • RSP – Investment Allocation, Roth Option, Contributions
  • GE Benefits After Retirement

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:

  • Create consistent cash flow in retirement
  • Allow you to live out your retirement years comfortably, on your terms
  • More specific stuff that applies to retirees

 

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. 

Our Team is Your Team

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.

 

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. ARGI is not affiliated with, endorsed by, or retained by GE. ARGI and GE are separate and unrelated companies, and ARGI does not have any arrangement to provide services to GE.
*ARGI was established in 1995. In 2001, it was renamed Advisor’s Resource Group, Inc. In 2003, we began using the name ARGI Financial Group, which became the official name in November, 2005. In January 2010, ARGI Investment Services LLC officially became a SEC Registered Investment Advisor.

Office Locations

Louisville

2201 High Wickham Place
Louisville, KY 40245
502.753.0609

Cincinnati

100 E-Business Way
Suite 110
Cincinnati, OH 45241
513.842.1700

Bowling Green

1048 Ashley Street
Suite 301
Bowling Green, KY 42103
270.843.4115

Indianapolis

5750 Castle Creek Parkway North Drive
Suite 170
Indianapolis, IN 46250
877.634.9757

Grand Rapids

607 Cascade West Parkway
Grand Rapids, MI 49546
844.476.2744

Elizabethtown

2901 Ring Rd

Elizabethtown, KY 42701
SCA 270.769.6371

270.990.9000

Paducah

4730 Village Square Drive
Suite 100
Paducah, KY 42001
270.443.8711

Bardstown

713 McDowell Blvd
Bardstown, KY 40004
502.348.1433

Atlanta

3625 Cumberland Blvd., Suite 1485
Atlanta, GA 30339
678.681.9518

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Portions of the content on this website were prepared by Marketing Library Inc.

Please note: When you link to any of the websites provided herewith, you are leaving this site. We make no representations as to the completeness or accuracy of the information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third party technology, sites, information and programs made available through this site. By clicking on links above you will leave our website and assume total responsibility and risk for your use of the site you are linking to.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions. All are affiliates of ARGI Financial Group. View our privacy policy here.

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