Tune In to the PIRC “Making Distribution Decisions” Webinar on December 12

If your employees are planning to retire or moving on to pursue their next big adventure, there are some things they should consider.

Thinking about their state of readiness, taking money out of their retirement accounts and other deliberate planning can be consuming. Join the discussion about “Making Distribution Decisions” during the Personal Investment & Retirement Consulting (PIRC) team’s final lunch and learn webinar of 2023.

Will Black, a Certified Financial Planner™ on the PIRC team, will lead the conversation regarding understanding distribution options from the Retirement Security (RS) Plan and 401(k) Pension Plan. He will discuss how interest rates and other factors may affect employees’ decision to retire this year versus next—particularly in the RS Plan. He’ll also address making the most out of retirement distribution “takeaways” by planning ahead and using PIRC’s expanded hours to get assistance with options forms to ensure accuracy and to avoid delays.

Register to attend the webinar on Tuesday, December 12 at 12 pm, Central time and learn more. You and your employees can also download and view it later on the Employee Benefits website’s Personal Investment & Retirement Consulting page, under Latest Webinars.

Questions about making distribution decisions?
If you or your employees have questions about this topic that you’d like to have addressed in the webinar, please submit them in advance to employeebenefits@nreca.coop.