Employees: Schedule a retirement financial wellness checkup

Chase Pegrim — NEOMED’s financial advisor with Corebridge Financial for the 403(b) and 457(b) supplemental retirement plans as well as the Alternative Retirement Plan — will be on campus Wednesday April 17 from 10 a.m. - 4 p.m.  He invites you to schedule an appointment.

For those who already have an account: Schedule an appointment and we can perform a comprehensive account review, ensuring your information is up to date and making sure that you are on pace to meet your retirement goals. Together we can review your portfolio and come up with a financial plan that includes social security, pension, and any supplemental retirement plans such as the 403(b) and 457(b). Regularly meeting with a financial professional can be essential for your financial wellness. I look forward to meeting you!

For those who do NOT have a 403(b)/457(b): Schedule an appointment and we can sit down and have a conversation to determine which option is best for you and where a supplemental retirement account may fit in with your financial goals. 403(b) and 457(b) accounts allow for tax deferred retirement savings. The money comes straight out of your paycheck, lowering your taxable income for the year. From there, I can help devise an investment strategy that makes the most sense for your financial situation. Supplemental retirement accounts can be essential for your financial wellness, and it is never too early or too late to start saving! Anyone that has questions regarding your pension plan or the Alternative Retirement Plan are welcome as well.

Schedule a financial wellness check-in.

-- Submitted by Kim Stormer, Human Resources, kstormer@neomed.edu

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