5331 South Macadam Ave,
A Review of your overall account including Risk Tolerance, current allocations, and updating beneficiary information. We will provide the latest account printout.
Retirement planning sessions for those who have active Voya accounts, will occur over two separate appointments. We review your current account allocations, go through your PERS/OPSRP or any other Pensions, IAP benefits, social security, expenses and other assets you might have to help decide on a when you might be able to retire and secure income throughout retirement. Please complete and bring the following attachments:
Discuss the benefits of your employer sponsored retirement plan and get assistance with enrollment. Overall discussion of benefits including PERS / OPSRP and IAP. Start planning your financial and retirement future.
Please bring your beneficiary(s) information:
Discuss PERS / OPSRP and IAP Benefits. We will assist in completion of PERS Retirement Application, including service buyback forms and IAP rollovers. Paperwork can be completed once you are within 90 days of your PERS retirement date.
Please bring the following information: