The Advancement Group
918.491.0079
Transport Workers Union, Local 514 provides this retirement, benefits and financial planning service for you as a member. Mark’s services are underwritten by TWU in order to serve our members with matters such as:
- Selecting your Pension Benefit (Single Life, Joint & Survivor and Leveling, & (Guaranteed Options)
- Converting Sick Time to your RHRA Account (Must be elected 4 months prior to retiring)
- Health Insurance Options prior to Medicare
- Understanding Medicare, Medicare Supplement and Medicare Advantage Plans
- Social Security Claiming (Taxation, Spousal Benefits, Working and Receiving Benefits, Widows Benefits)
- Review, Discuss and Complete Pension Packet and other AA Benefit Forms
- Income taxes (Federal and State Taxation of Pension, Social Security, and Investment Income)
- Building your 401(k), what about loans and what to do upon retirement
- Disability and Retirement.
- Estate Planning
- Survivor Support Services
The Advancement Group
7315 S Lewis Ave
Tulsa, OK 74136
Phone: 918 491-0079
Fax: 918 491-0087