Thank you to all the members and spouses that attended one of the 2023 Pre-Retirement Seminars! The Fund Office staff and partnered vendors appreciate your involvement, interest, and your questions. We are here to make your retirement journey as smooth as possible. Below is the information that was provided at the pre-retirement seminars. If you have any questions or wish to meet with the Retirement Services Group, please call 708-579-6630.
The Fund Office staff is here to make your retirement journey as easy as possible so that you can
Make the Rest of Your Life the Best of Your Life!
What information was provided at the 2023 Pre-Retirement Seminars?
- Presentation
- Retirement Checklist
- Disqualifying Employment/Suspension of Benefits
- Important Contact List
- RWP Rates
- Sample personalized statement – Patricia Paver
- Sample REF statement – Homework assignment: Create or log in to your REF account with Fidelity to retrieve your current REF account balance and review your beneficiaries.
- For those members at or near Normal Retirement Age – Worker Retention Program FAQs
Who can I contact if I need assistance with financial planning for retirement?
- Megent Financial- As a dues paying member in good standing, through the Midwest Coalition of Labor (MCL), members can use Megent Financial for financial planning services-free of charge! Click here for more information.
- Fidelity Investments- They are the current record keeper for the Retirement Enhancement Fund (REF). They too can provide retirement planning services for members of Local 150. You can also schedule a one-on-one appointment with a Fidelity Investments Retirement Planner by calling (866) 848-6466.