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We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for the transitioning KP employee. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Step 3: Browse our Resources for KP Employees

  • ➡ Watch Our Webinars On Various KP Topics
  • ➡ Check Out Our E-book Library
  • ➡ Listen To Our Podcasts From Our Advisors
  • ➡ Schedule A Call With An Advisor

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*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Avoid Common 401(k) Mistakes for KP Employees

Avoid Common 401(k) Mistakes for KP Employees

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Avoiding 401(k)/TSA Mistakes for KP Employees presented by The Retirement Group (3/23/22)

Avoiding 401(k)/TSA Mistakes for KP Employees presented by The Retirement Group (3/23/22)

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Current Market Conditions for KP Employees (2022)

Current Market Conditions for KP Employees (2022)

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Current Market Conditions for KP Employees presented by The Retirement Group (3/9/22)

Current Market Conditions for KP Employees presented by The Retirement Group (3/9/22)

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Emotional Decisions for KP Employees August 2020

Emotional Decisions for KP Employees August 2020

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Emotions of Investing for KP Employees

Emotions of Investing for KP Employees

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How Emotions Can Have An Impact On Your Retirement Decisions (2020)

How Emotions Can Have An Impact On Your Retirement Decisions (2020)

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KP employee 401(k) Mistakes to avoid

KP employee 401(k) Mistakes to avoid

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KP Employee? Learn About 2022 Tax Changes!

KP Employee? Learn About 2022 Tax Changes!

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KP Employees Could See a Drop in Their Lump-Sum Value! - March 2022

KP Employees Could See a Drop in Their Lump-Sum Value! - March 2022

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KP Employees Will See a Reduction in Pension Lump-Sums as Rates Increase - April 2022

KP Employees Will See a Reduction in Pension Lump-Sums as Rates Increase - April 2022

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Pension and Severance Questions Answered for KP Employees

Pension and Severance Questions Answered for KP Employees

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Pension Planning Explained for KP Employees

Pension Planning Explained for KP Employees

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Pension Planning for KP Employees

Pension Planning for KP Employees

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Q&A for KP Employees: Does Your Monthly Pension Payment Grow the Later You Start?

Q&A for KP Employees: Does Your Monthly Pension Payment Grow the Later You Start?

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Q&A for KP Employees: What is the eligibility requirement for retiree medical?

Q&A for KP Employees: What is the eligibility requirement for retiree medical?

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Q&A for KP Employees: What is the impact of severance on KP retirement?

Q&A for KP Employees: What is the impact of severance on KP retirement?

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Current Market Conditions for KP Employees

Current Market Conditions for KP Employees

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Kaiser Permanente | Emotional Decisions with Steve Boblis

Kaiser Permanente | Emotional Decisions with Steve Boblis

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Kaiser Permanente | Emotions of Retirement with Michael Lee and Steve Boblis

Kaiser Permanente | Emotions of Retirement with Michael Lee and Steve Boblis

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Kaiser Permanente | Pension Planning with Michael Lee and Steve Boblis

Kaiser Permanente | Pension Planning with Michael Lee and Steve Boblis

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Kaiser Permanente | Tax Planning with Michael Lee and Steve Boblis

Kaiser Permanente | Tax Planning with Michael Lee and Steve Boblis

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KP Pension Planning & Interest Rates - Steve Boblis & Michael Lee - 8/25/21

KP Pension Planning & Interest Rates - Steve Boblis & Michael Lee - 8/25/21

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*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente


*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente

Kaiser Permanente | Emotions of Investing

Kaiser Permanente | Emotions of Investing

Kaiser Permanente | 2021 Changes

Kaiser Permanente | 2021 Changes

Kaiser Permanente | Current Market Conditions

Kaiser Permanente | Current Market Conditions

Kaiser Permanente | Avoiding Mistakes with Taxes and 401k

Kaiser Permanente | Avoiding Mistakes with Taxes and 401k

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*The Retirement Group is not affiliated nor endorsed by Kaiser Permanente