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Telecommunication Employees

Get an Accurate Idea of Your Retirement Savings Options

You work hard in your telecommunications position, which is why we want to work hard to help you retire with ease. We have the services and reports you need to ensure your transition from telecommunication employee to retiree is smooth and simple. Let our team use our resources to keep you on the right track to continue saving for your future and help ensure you have the necessary funds to last your entire retirement. We’ll communicate what we think are your best options and help you maximize the savings and investments you already have. 

Telecommunication Employees Consulting Services and Reports

If you’re having trouble deciding which retirement plan is right for you or you need help deciphering the options available to you through your position, our team of professionals can help. Our services allow you to get the most from your retirement whether you’re still aggressively saving or are ready to retire in the next few years. 

401(k) Savings Plan Investment Review

Choosing between investment options in your telecommunications company savings plan can be daunting. How many investments do you need to be diversified? Which investments have the right level of risk for you?

Our financial professionals will review your investment allocation and contributions to generate a custom report for you in which we recommend an asset allocation proposal. Trust our team to provide the necessary guidance to help you make these difficult decisions. 

401(k) Savings Plan In-Service Withdrawal 

If you are a telecommunications employee who is considering a 401(k) Savings Plan In-Service Withdrawal, we can provide the experienced recommendations on how to rollover balances (if permitted under your company plan) from your Savings Plan into an IRA while you’re still an active employee. 

This service could be the right move for you and your retirement plans and may be able to improve your investment efficiency. Contact our professionals to learn more about this service and discuss if it’s the right decision for you. 

Voluntary Separation Program

As you decide whether it’s the right time for you to retire or if you want to continue working at the same telecommunications company, or work somewhere else, our Voluntary Separation Program may be the right service for you. 

Let us help you decide if it would be prudent for you to accept your current retirement package or if it would be wise for you to continue working and building your retirement fund. This is an important decision and one that you shouldn’t make without an expert's recommendations.  

Download Our Complimentary Reports

These reports are designed to educate you on the various alternatives that may be available to you upon retirement from the telecom industry and help you make the retirement choices that are best for you. 

Retirement Income Analysis (RIA)

Do you know how much money you need to retire comfortably?

Download Your Free Report

IRA 72(t) Income Distribution Analysis (SEPP)

How can you withdraw funds without incurring the usual 10% penalty?

Download Your Free Report

Investment Portfolio Review Analysis 

View your current asset allocation among cash, bonds, and stock.

Download Your Free Report

Pension Annuity vs Lump Sum

Compare the benefits of receiving your pension as an annuity or lump sum to make an informed decision that best matches your financial needs, objectives, and comfort level. 

“Everything comes to him who hustles while he waits.” -Thomas Edison