Welcome

The Retirement Group educates employees who are transitioning or retiring from *AT&T,*Qwest,*Raytheon, *Chevron,*Hughes*Merck,

*Pfizer, *Coca-Cola, *Northrop Grumman*Lockheed Martin, *ExxonMobil, *Caterpillar, *Wyeth, *Bank Of America, *Chevron, *Hughes, *Citibank, *Altria, *Ameren, *Anheuser-Busch, *APL, *AT&T, *Bank of America, *Blackhawk Networks, *Boeing, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Home Depot, *Honeywell, *HP, *IBD, *Kimberly-Clark, *Lockheed Martin, *Merck, *Northrop Grumman, *Pepsi, *Pfizer, *PG&E, *Phillip Morris, *Qwest, *Raytheon, *Safeway, *San Diego Gas & Electric, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *Verizon, *Wisconsin Energy, and *Wyeth others through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Retirekit FAQ or Asset Allocation Questionnaire, call us at 800-900-5867, email us at info@theretirementgroup.com, or visit the contact page on this website to learn more. 


We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning corporate employee. Please call 800-900-5867 to speak with a Customer Service representative who will assist with the login process to view your Savings Plan or Pension Plan online. Although the Retirement Group is not affiliated with Netbenefits, 401k.com, Your Benefits Resources, eworkplace, Hewitt Resources, ING retirement Plans, or ING 401k plans we do assist qualified employees in navigating these sites.

* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to *access.att.com, *AT&T, *Bank Of America, *Chevron, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *netbenefits.fidelity.com, *hewitt.com, *resources.hewitt.com, *Altria, *Ameren, *Anheuser-Busch, *APL, *AT&T, *Bank of America, *Blackhawk Networks, *Boeing, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Home Depot, *Honeywell, *HP, *IBD, *Kimberly-Clark, *Lockheed Martin, *Merck, *Northrop Grumman, *Pepsi, *Pfizer, *PG&E, *Phillip Morris, *Qwest, *Raytheon, *Safeway, *San Diego Gas & Electric, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *Verizon, *Wisconsin Energy, *Wyeth and *Verizon. We are an independent Financial Advisor Firm which specializes in retirement planning. Please call our offices at 800-900-5867 to speak with a representative.


Important News - 800-900-5867

Our Services - 800-900-5867

The retirement planning process at The Retirement Group begins with an AT&T*, Chevron*, Hughes*, Raytheon*, Qwest*, Northrop Grumman*, ExxonMobil*, Bank of America*, Merck*, or Pfizer* Seminar. After attending a series of seminars we will help you with your overall objectives.

Our workshops are conducted by experienced advisors who have been trained by The Retirement Group on the intricacies of the Chevron, Hughes, Northrop Grumman, Raytheon, Bank of America, Coca-Cola Qwest, and AT&T Defined Benefit, Cash Balance and Savings Plans. Qwest, AT&T are given the opportunity to meet with us at the office or visit our offices and meet with our trained financial planners to review your situation.

We discuss all options available to you. If you are in the position to maximize your cash out option and ready to retire, we will analyze your cash flow and develop an investment plan that coincides with your needs to determine if you can afford to retire.

The Retirement Group helps simplify preparation for retirement. We can complete all the necessary paperwork to apply for retirement. If The Retirement Group manages your AT&T, Chevron, Hughes, Northrop Grumman, Raytheon, Qwest, ExxonMobil, Merck, or Pfizer retirement rollover accounts, we will monitor the investments and provide easy to read quarterly statements and newsletters during retirement.

Some of the AT&T and Qwest related services we offer include:

1) Presenting AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Northrop Grumman, Raytheon, and Qwest retirement workshops & seminars at a location you choose

2) Providing Free Initial Consultations for employees of AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Raytheon, and Qwest

3) Providing Pension Calculations & Estimates for AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest

4) Completing all Employer Retirement Forms for AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest

5) Processing Retirement Plan Rollovers for AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest

6) Managing Retirement and Investment Accounts for AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest

Our educational workshops explain how you can get the most from AT&T, Chevron, Hughes, Coca-Cola, Bank of America, Northrop Grumman, Raytheon, or Qwest Retirement Benefits and answer questions such as:

1). When is the best time to retire from AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest to receive the maximum benefits?

2). How will the changes to the AT&T, ExxonMobil, Chevron, Hughes, Coca-Cola, Bank of America, Merck, Northrop Grumman, Pfizer, Raytheon, and Qwest 401(k) plan effect my retirement?

3). If I am offered an ERB, EEP, ISP & RIF, VRIF, or a job cut or lay off how will this effect my retirement income?

4). How can I receive monthly income from my pension cashout distribution without penalties before age 59 ˝? What are the pertinent issues in choosing between an annuity or a cashout?

Each associate of the group has been hand selected by the retirement planning department of The Retirement Group and was chosen based on experience and knowledge in financial planning and portfolio construction.

* We are not employed by AT&T Retirement Department, AT&T Pension or AT&T

* We are not employed by Chevron Retirement Department, Chevron Pension or Chevron

* We are not employed by Bank of America Retirement Department, Bank of America Pension or Bank of America

* We are not employed by Hughes Retirement Department, Hughes Pension or Hughes

* We are not employed by Coca-Cola Retirement Department, Coca-Cola Pension or Coca-Cola

* We are not employed by Northrop Grumman Retirement Department, Northrop Grumman Pension or Northrop Grumman

* We are not employed by Raytheon Retirement Department, Raytheon Pension or Raytheon

*We are not employed by ExxonMobil Retirement Department, ExxonMobil Pension or ExxonMobil

*We are not employed by GlaxoSmithKline Retirement Department, GlaxoSmithKline Pension or GlaxoSmithKline

*We are not employed by Merck Retirement Department, Merck Pension or Merck

*We are not employed by Pfizer Retirement Department, Pfizer Pension or Pfizer

Call Us
800-900-5867

| When you call our office you will speak to a Qwest, Chevron, Hughes, Bank of America, Coca-Cola, Northrop Grumman, Raytheon, or AT&T specialist immediately.


Click here to receieve your free brochure on the "5 most common mistakes when deciding to retire"

Retirement Resources


Monthly Retirement Newsletter
Search Workshops by Zip Code
Retirekit FAQ
Asset Allocation Questionnaire
Interest Rate Updates
The Retirement Group’s Blog
Financial Calculators


Market Snapshot






401(k) Savings Plan
Click here to use the 401(k) savings calculator.

The Retirement Group Services

Ongoing Retirement Workshops

Bimonthly Retirement/Internet Newsletters

Continued Personal Consultations

Financial Plans (annual updates)

Portfolio Reporting

Stock bond and Investment
Research

 

Pershing Services

All of The Retirement Group`s transactions are cleared through Pershing, which was established in 1939 and represents 13% of all NYSE volume. Pershing also maintains one of the largest surviving floor operations on the NYSE. Pershing is a leading independent securities firm with more than a 45 year history of helping retirees and businesses. In 1977, Pershing was acquired by Donaldson, Lufkin and Jenrette Securities Corporation, which has long enjoyed a reputation for high quality equity and fixed income services. Pershing employs an equity research staff of 6 analysts and 2 administrative assistants that cover all major industries. Pershing allows us to offer our transitional clients high quality service and support.

Netbenefits

Netbenefits (www.netbenefits.com) is Fidelity’s client level access website to view and manage their retirement accounts. Access to 401(k) information, preferences, and options are available. The site is incredibly user-friendly. The NetBenefits site has 2 key sections, Home and Savings & Retirement. The Home tab provides balances and portfolio totals. The Savings & Retirement tab gives additional account details and access to third-party research tools to assist in making informed investment decisions.

Hewitt Resources

Benefits Resource TM (YBR) www.hewittassociates.com is a website provided by Aon Hewitt for investors to complete benefits transactions and other information to aid with decision – making. YBR enables participants to make better retirement decisions and features a wide range of tools, information, and services; services like retirement planning, 401(k) savings account review, and pension account review.

 

The Retirement Group must work with your company’s benefits administrator should you choose to become a client. One of the largest administrators we have worked with is Netbenefits Fidelity. Although The Retirement Group is not affiliated nor endorsed by Fidelity or Netbenefits we must be specialists in navigating the Netbenefits site in order to assist our clients in accessing their pension and 401k information.

Netbenefits (www.netbenefits.com) is a Fidelity client level access website.  The www.netbenefits.com website is used by employees of major corporations to view and manage their retirement accounts. They get access to 401(k) information, preferences, and options are available. The netbenefits site is incredibly user-friendly. The NetBenefits Fidelity site has 2 key sections, Home and Savings & Retirement. The Home tab provides balances and portfolio totals. The Savings & Retirement tab gives additional account details and access to third-party research tools to assist in making informed investment decisions.

 

Investment Advisor Representative of and Advisory Services Offered Through The Retirement Group, LLC.

We have representatives who are securities registered and are able to service clients in the following states: ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, ILLINOIS, INDIANA, KANSAS, MICHIGAN, MISSISSIPPI, MISSOURI, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW YORK, NORTH CAROLINA, OKLAHOMA, OREGON, PENNSYLVANIA, SOUTH CAROLINA, TEXAS, TENNESSEE, WASHINGTON, WISCONSIN.

* The Retirement Group® is not affiliated nor endorsed by your company or employer which includes but is not limited to *access.att.com, *AT&T, *fidelity.com, *Wyeth, *netbenefits.fidelity.com, *Pfizer, *hewitt.com, *Qwest, *resources.hewitt.com, *Bank Of America, *Chevron, *Hughes, *Northrop Grumman, *Merck, *Raytheon, *ExxonMobil, *Home Depot, *Siemens, *Allstate, *Dell, *Alcoa, *Coca-Cola, *UBS, *Caterpillar and * Verizon. We are an independent financial advisory group that specializes in transition planning and lump sum distribution.


*We are not employed by AT&T Retirement Department, AT&T Pension or AT&T

*We are not employed by Alcoa Retirement Department, Alcoa Pension or Alcoa

*We are not employed by Allstate Retirement Department, Allstate Pension or Allstate

*We are not employed by Bank of America Retirement Department, Bank of America Pension or Bank of America

*We are not employed by Caterpillar Retirement Department, Caterpillar Pension or Caterpillar

*We are not employed by Caterpillar and Retirement Department, Caterpillar and Pension or Caterpillar and

*We are not employed by Chevron Retirement Department, Chevron Pension or Chevron

*We are not employed by Coca-Cola Retirement Department, Coca-Cola Pension or Coca-Cola

*We are not employed by Dell Retirement Department, Dell Pension or Dell

*We are not employed by ExxonMobil Retirement Department, ExxonMobil Pension or ExxonMobil

*We are not employed by Home Depot Retirement Department, Home Depot Pension or Home Depot

*We are not employed by Hughes Retirement Department, Hughes Pension or Hughes

*We are not employed by Merck Retirement Department, Merck Pension or Merck

*We are not employed by Northrop Grumman Retirement Department, Northrop Grumman Pension or Northrop Grumman

*We are not employed by Pfizer Retirement Department, Pfizer Pension or Pfizer

*We are not employed by Qwest Retirement Department, Qwest Pension or Qwest

*We are not employed by Raytheon Retirement Department, Raytheon Pension or Raytheon

*We are not employed by Siemens Retirement Department, Siemens Pension or Siemens

*We are not employed by UBS Retirement Department, UBS Pension or UBS

*We are not employed by Verizon Retirement Department, Verizon Pension or Verizon

*We are not employed by Wyeth Retirement Department, Wyeth Pension or Wyeth
 
*We are not employed by Sempra Energy
 
*We are not employed by San Diego Gas & Electric Company or SDG&E
 
*We are not employed by Southern California Gas Company