Registration is now open for our 2025 Pre-Retirement Seminars! Tap the link below to register today:
2025 Pre-Retirement Seminar Registration
If you have any questions or wish to meet with the Retirement Services Group, please call 708-579-6630.
Make the Rest of Your Life the Best of Your Life!
What should I do if I'm thinking of retiring?
- Attend a Pre-Retirement Seminar
- Request a “Retirement Planning” appointment with the Retirement Services Group
- Discuss available Pension options
- Obtain a benefit estimate from the Retirement Services Group
- Speak with a financial advisor to discuss your retirement portfolio
- Megent is available to assist with your Local 150 retirement
How to request a Pension Application
- Contact the Retirement Services Group and request a Pension Application
- Up to 180 days prior to your anticipated retirement
- Begin gathering required documents:
- Valid Driver’s License
- Birth Certificate and Spouse Birth Certificate
- Medicare Card (if applicable)
- Social Cards
- Marriage Certificate
- Divorce Decree, Marital Settlement Agreement (MSA), Qualified Domestic Relations Order (QDRO), if applicable
- DD214 (if discharged from the military
- Social Security Statement (Level Income Option + WRP)
- SSA Award Letter, if applying for All Work Total Disability
- Failure to submit all required documents will delay your retirement
What should I do if I'm ready to submit my Pension Application?
- Schedule a “Pension Application” appointment with the Retirement Services Group (RSG)
- Come prepared with the following
- Your application
- Complete as much of the application as possible prior to your appointment
- Required documents
- Voided check OR a letter from your financial institution with account details
- To designate beneficiary(ies), you will need the following:
- Name, address, date of birth, SSN
- Your application
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.