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…