Lawrence Livermore National Laboratory


FINANCIAL EDUCATION WORKSHOPS

The Benefits Office has scheduled a series of workshops to provide information intended to increase your awareness of programs available to enhance your future financial security.

Upcoming Sessions:

LLNS Defined Pension Plan Basic Overview
12 p.m. to 1 p.m., Tuesday, March 5th, Building 543, Grand Canyon, Rm. 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 survivor benefits.

Attendance is open, and no pre-registration is required. Bring your lunch and your questions.

Identify and Prioritize Your Savings Goals
12 p.m. to 1 p.m., Tuesday, March 12th, Building 543, Grand Canyon Room 1258.
In this workshop you will learn how to identify, prioritize and fund your savings goals. You will gain insight and understanding on where to save for each goal and what steps to take to save for your future goals.

Attendance is open, and no pre-registration is required. Bring your lunch and your questions.

Basic Guidance to Optimize 401(k) Plan Benefit Potential
12 p.m. to 1 p.m., Thursday, March 21st, Building 543, Grand Canyon, Rm. 1258.
This workshop will provide a basic overview of contribution limits and available investment options to maximize your investment potential in the 401(k) plan as well as how to enroll.

Attendance is open, and no pre-registration is required. Bring your lunch and your questions.

Basic Guidance to Optimize 401(k) Plan Benefit Potential
12 p.m. to 1 p.m., Thursday, April 25th, Building 543, Grand Canyon, Rm. 1258.
This workshop will provide a basic overview of contribution limits and available investment options to maximize your investment potential in the 401(k) plan as well as how to enroll.

Attendance is open, and no pre-registration is required. Bring your lunch and your questions.

Comprehensive Retirement Workshop For Those With Pension Plan
8 a.m. to 2 p.m., Tuesday, May 28th, Building 543, Auditorium, Rm. 1001.
This half-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, UC Retirement 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 field experts.

Pre-registration is required 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 online click here.

Comprehensive Retirement Workshop For Those With 401(k) Only
8 a.m. to 2 p.m., Tuesday, May 29th, Building 543, Auditorium, Rm. 1001.
This half-day workshop is designed especially for those within 5 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. In addition, this workshop will provide participants with a comprehensive look at Social Security and Medicare, investment options after retirement, estate planning techniques, long-term care 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 field experts.

Pre-registration is required 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 online click here.


For a complete list of the 2019 financial education workshops, click here.