The Benefits Office has scheduled a series of workshops to provide information intended to increase employee awareness of programs available to enhance future financial security. See the flier.
Basic Overview of LLNS Defined Benefit Pension Plan
12-1 p.m. on Thursday, September 8th in Building 543, Grand Canyon Room 1258.
This workshop will provide a basic overview on how the pension benefit in the LLNS Defined Benefit plan is determined and discuss the various payment options available to TCP1 participants at retirement. It will review options and eligibility requirements for survivor benefits.
Confident Investing in Any Market
12-1 p.m. on Tuesday, October 4th in Building 543, Auditorium.
This workshop will be presented by Fidelity Investment and will provide participants with a basic understanding of investing and how to develop a sound investment strategy. It will provide information on how to compare and evaluate the right mix of investments and assess the factors that could impact portfolio performance.
Quarterly Market Update
12-1 p.m.on Monday, November 7th in Building 543, Auditorium.
This workshop will be presented by Fidelity Investment and will identify the driving forces of recent developments in financial markets. It will provide an understanding of how to develop various investment strategies to help participants make a plan to stay on course in any market.
Attendance is open and no pre-registration is required. Bring your lunch and your questions.
Comprehensive Retirement Education Workshop
8 a.m.-4:30 p.m., Monday, Dec. 5, Bldg. 123 auditorium.
This full-day workshop is designed especially for those within 10 years of retirement. It will provide attendees with a complete overview of the retirement benefits available to Laboratory employees, including the LLNS 401(k) retirement plan, LLNS Defined Benefit Plan and eligibility requirements for continuing health and welfare benefits after retirement. Participants will receive information to assist in evaluating the financial impact of electing various payment options and discover methods to minimize possible taxes and/or penalties on distributions. In addition, this workshop will provide participants with a comprehensive look at Social Security and Medicare, long-term care, investment options after retirement, estate planning techniques and a host of other retirement planning tips. The workshop is a "How To" primer for those who want the facts on retirement as participants will be given the opportunity to present their questions to subject matter experts.
Pre-registration is required for this workshop and seating is limited. Employees may register a guest to accompany them. Badging for a guest is the responsibility of the employee. There is no cost to register. To register click here.
For a complete list of the 2016 financial education workshops, click here.