Get the Guide
1.Get the Guide for Fortune 500 Employees
The Retirement Group has put together a detailed retirement guide for Fortune 500 employees.
Watch a Webinar
2.Watch a Webinar
Our team of retirement-focused advisors have put together a series of webinars which cover pension planning, how to avoid mistakes with your 401(k), and more.
Fill out a Cash Flow
3.Receive a Cash Flow Analysis
Our retirement-focused advisors can provide you with a complimentary cash flow analysis.
Make an Appointment
4.Schedule a Call
To schedule a complimentary 15 minute call with one of our financial advisors please select a date and time on the calendar provided.
The Retirement Group:
☑️ Run Cash Flow Projection
☑️ Calls regularly to keep you informed
☑️ Design a portfolio utilizing your goals and your corporate pension
☑️ Weekly webinars to keep you informed
Some Money Managers:
❌ Only Sell Annuities
❌ Provide cookie-cutter portfolios
❌ Only call when they have something to sell
Employer Open Enrollment: Make Benefit Choices That Work for You
Open enrollment is the window of time when employers introduce changes to their benefit offerings for the upcoming plan year. If you're employed, this is your once-a-year chance to make...
Up-To-Date Market Week
Before you get the chance to review your company 401(k) plan or to review your social security, make sure you check how the market can potentially affect your retirement.
Retiring & Worried About a Housing Crash?
Many homeowners thinking about retiring are worried if one of their biggest assets, real estate, is about to plummet. Are you retiring & worried about a housing crash?
The Retirement Group firmly believes education is key in the retirement planning journey, which is why we're offering these complimentary e-books.
Many companies offer employees early retirement packages to encourage them to leave. In this book, we address what could be included in an early retirement offer, & how an early retirement offer would affect your retirement savings?
In this ebook, we'll evaluate how interest rates potentially affect your pension lump-sum payout, how you can potentially recreate a paycheck in retirement & how to minimize taxes and penalties during the retirement planning process.
This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you and your retirement plan, when may NUA be advantageous for you & when would NUA strategy make more sense than a tax-free rollover.
* The Retirement Group® is not affiliated or endorsed by any company or employer which includes, but is not limited to:
*AT&T, *Apache Corporation, *Altria, *Avaya, *Baker Hughes, *Bayer, *Boeing, *BP, *Bristol Myers Squibb, *Chevron, *Concho Resources, *Hughes, *fidelity.com, *Wyeth, *Northrop Grumman, *Merck, *Raytheon, *Coca-Cola ,*Qwest, *Pfizer, *Caterpillar, *ConocoPhillips, *ExxonMobil, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Ameren, *Anheuser-Busch, *APL, *Bank of America, *Blackhawk Networks, *Caterpillar, *CenturyLink, *Chevron, *Citigroup, *Clorox, *Coca-Cola, *Colgate, *Con Edison, *ConocoPhillips, *Dexone, *ExxonMobil, *GlaxoSmithKline, *Halliburton, Hewlett Packard *Home Depot, *Honeywell, *HP, *IBD, Johnson Controls *Kaiser Permanente, *Kimberly-Clark, *Kinder Morgan, *Lockheed Martin, McCormick Spice, *Merck, *Monsanto, *Northrop Grumman, *Occidental Petroleum, *Pepsi, *Pfizer, *PG&E, *Phillips 66* *Phillip Morris, *Qwest, *Raytheon, *Royal Dutch Shell, *Safeway, *San Diego Gas & Electric, *Schlumberger, *Scotts Miracle Gro, *Sempra, *Siemens, *SoCal Edison, *Sony, *Southern California Edison, *Teradata, *Toyota Motor Corporation, *Tropicana, *United Parcel Service, *Verizon, *We Energies Group, *Wisconsin Energy, *Wyeth and *Verizon