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Tag: Pre-Retirement
Mark Loeber, Retirement Counselor
As your retirement counselors, we are here to assist you in creating a financial picture before you make your retirement decision. The following are items to bring or prepare before you come in to see us for an appointment: Run a pension estimate if you are able to. If you are married be sure to…
Qualified Pre-Retirement Survivor Annuity (QSPA)
Qualified Pre-Retirement Survivor Annuity (QPSA) is basically an insurance that pays if you die before you begin receiving your retirement benefit. The Plan automatically provides a pre-retirement benefit for your spouse as long as you are vested, have been married at least one year at the time of your death, and you have not waived…