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Building a Financial Plan That Works for Everyone

Our goal is to help GE employees 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 employees and their families to understand their company benefits and create a financial plan that works to meet their short and long-term goals.

GE Company Split Preparation Checklist

As you are likely aware, GE has announced that in 2023 it will begin to split into three separate publicly traded companies. While this news is exciting, there are many uncertainties regarding the impacts of the split. Rest assured our team is closely monitoring these updates and will continue to be a resource to you as more information is released. As we monitor updates, we wanted to provide a checklist to help your prepare for impacts of the GE company split. Download our checklist below.

GE Company Split Preparation Checklist

Let’s achieve your goals together.

Building for the future requires a comprehensive plan built on knowledge and experience. We believe that in order to provide our clients with the financial foundations they need to succeed, we must first take time to fully understand the depths of their personal financial goals. For this reason, we offer a complimentary consultation to review the following topics and address any questions you may have:

  • Retirement Feasibility
  • Cash Flow Analysis
  • Pension Elections
  • PPA/VPA options
  • Supplementary E-Band Pension options
  • Stock options
  • Deferred IC/Salary
  • RSP Options
  • Medical benefits & alternatives
  • Tax & Estate Planning

There is no cost and no obligation for you to take the first step toward financial clarity.

SCHEDULE A GROUP BENEFITS EDUCATION SESSION

ARGI offers group benefit sessions to help you and your colleagues understand, appreciate, and make the most of your GE benefits, so that you can stay focused at work and build confidence in your overall financial plan. Topics can be customized to fit the needs of specific employee demographics. Contact us to discuss scheduling a session for your team. 

Retirement & Pension Plans

Long-Term Incentive Plans

RSU’s & Stock Options

Company Benefits

LEARN MORE

Source: 2021 PwC Employee Financial Wellness Survey

Let’s work together.

Even if you’re not quite ready to take the next step, we’d love to keep in touch.

Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI Innovations, LLC (dba ARGIMax), a Registered Investment Adviser, ARGI CPAs and Advisors, PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust services provided by ARGI Trust, a division of Advocacy Trust LLC.

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.