2021 Pre-Retirement Seminars
The Fund Office staff greatly appreciated those members and spouses that were able to attend one of the Pre-Retirement Seminars.
For those that were unable to attend, all of the “Pre- Retirement Seminar Material” is linked below. You may find this information helpful as you start your retirement journey.
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!
Pre-Retirement Seminar Material
Please take the time to read this information and share with your spouse:
- Pre-Retirement Planning Checklist
- Pre-Retirement Seminar presentation
- Important Contact Numbers
- Retiree Welfare Plan (RWP) self-payments rates – These monthly rates are effective through June 30, 2022. If you have questions regarding these monthly premiums or questions regarding your RWP eligibility, please call the Retirement Services Group at (708) 937-0327.
- 2021 Suspension of Benefits Notice
- Retirement Enhancement Fund Highlights – Be sure to create your account with Fidelity, review your asset allocation, and designate your beneficiary(ies).
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. Click here to schedule your appointment.