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TRG's Meta (Facebook) Transition Center

TRG’s Meta (Facebook) Transition Center was created to provide Meta employees with resources which will help ease their transition away from the company. It is our goal to make sure that you have the knowledge and insight necessary to adequately prepare yourself for retirement.

Featured Articles

We have a large collection of articles that will help you transition from your role at Meta (Facebook). We focus on being the one stop shop for all of the questions you may have from how Interest Rate changes can effect your transition to what are your healthcare options now that you have parted ways with Meta (Facebook). 

Your Meta (Facebook) RSU Shortcut

These days, many tech companies use restricted stock units (RSUs) to compensate their employees.
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Facebook RSU and 401(k) Benefits

With the recent news of slowdowns and reductions at Facebook now is the time to get a refresher on your company benefits.
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How Meta(Facebook) Employees Avoid Withdrawal Penalties

72(t) payments, also known as “substantially equal periodic payments,” are advantageous because they are exempt from the 10% early distribution penalty that usually applies to withdrawals before age 59 ½.
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Rollovers from Employer-Sponsored Retirement Plans

If you withdraw cash or other assets from an employer-sponsored retirement plan ("employer plan") in an "eligible rollover distribution," (defined below) you can defer paying tax on the distribution by rolling all or part of it over to another employer plan or to a traditional IRA.
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Schedule a Call

Need help planning your next move from Meta(Facebook)? Schedule a call with one of our financial advisors today.

Schedule Call Today

8 Things to Consider Before Leaving Meta

With all the changes at Meta(Facebook) here are some simple things you should consider before leaving.

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Stages for Retirement

Planning for retirement can be a terrifying proposition, it's a task best completed in stages.
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Alternative to the 4% Rule Using Variable Withdrawals

One way to calculate the income or withdrawals you can take from an investment portfolio is by withdrawing a fixed percentage of the portfolio and adjusting the withdrawal for inflation each year using the 4% rule.

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Retire on Purpose
With Purpose

In this webinar series for Meta (Facebook) employees we cover a variety of retirement related topics including how to handle a severance package, rolling over your 401(k), tax planning, and more! Click below to sign up for our next live webinar!

Claim Your Seat Today!

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Individual Funds/Trusts

Individual Funds/Trusts

Invesco - Stable Value Trust Class B1

State Street - Global All Cap Equity Ex-US Cl II

State Street - U.S. Bond Index XIV

State Street - U.S. Infl. Protected Bond Index

State Street - U.S. Total Market Index Class II

Vanguard - Total Intl Bond Index Inst. Shr

 

 

 

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Meet with an Advisor

Meeting with an advisor is commonly the next step as you step away from Meta. We have advisors available nationwide that can discuss your financial options as you begin your retirement journey. 

Schedule a Meeting

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