Company Retirement Benefits
Company Retirement Benefits
Countdown to Retirement
- Introduction
- Company Retirement Benefits
- Social Security and Medicare Benefits
- Investments and Taxes
- If You Decide to Move
- Putting It All Together
Company Retirement Benefits
- Before you leave your job, get records you may need, such as written material on your retirement health benefits and other benefits. Check with your company to see if they have any special offers for retirees.
- Schedule an appointment with your employer's human resource department to discuss retirement plan options and confirm the amount of your benefits.
- Read your most recent employer benefits statement and check the statement for accuracy.
- Review your own retirement savings outside company plans. See the section Taking Inventory for more information.
- Consider hiring a professional to analyze your various payout options for your retirement benefits.
- Contact former employers about retirement benefits that you may have coming from them. Make sure to include your Social Security number, your address, and the approximate dates of your employment. Give them about six month's notification of your pending retirement, so they can do all the necessary paperwork.
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Deposit and Loan Products are offered to qualified customers by First National Bank. See specific deposit and loan product pages on this website for more detailed information. First National Bank is a MEMBER FDIC and an EQUAL HOUSING LENDER.
Investment and insurance products and services are offered through Osaic Institutions, INC. Member FINRA/SIPC. FNB Wealth Management Services is a trade name of First National Bank. Osaic Institutions,Inc and the bank are not affiliated. Products and services made available through Osaic Institutions, Inc. are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK. MAY GO DOWN IN VALUE.
