RETIREES

Necessary Forms and Information for Reitrement, and updates to Lunch Schedules and more:

Fidelity will be available via phone to offer 1:1 appointments for pre-retirees.  Let an experienced representative help you develop your own comprehensive plan that integrates your workplace retirement benefits with your overall financial goals.

The closer you get to retirement, the more you realize how different this next part of your life will be. We’re here to help.
Employees must make an appointment to speak with the representative  

In order to properly assess your needs, please have statements for your retirement and savings accounts available for review. Documents may include:

• 401(k) and 403(b) statements from current and former employers
• Statements from other investments such as brokerage accounts, IRAs, any mutual funds, and other bank accounts

Before your appointment, visit the Planning & Guidance Center and update your Planning Profile.

• Register now: Visit www.gdbenefits.com (click library then workshops)