Safe place for retirement funds

    • [PDF File]OREGON RETIREMENT SAVINGS BOARD PLAN DESIGN WORK GROUP ...

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      OREGON RETIREMENT SAVINGS BOARD PLAN DESIGN WORK GROUP Notes of discussion from 5/10/2016 meeting (1) Withdrawals – Pre-Retirement We do not yet know whether the DOL safe harbor guidelines will allow the plan to place any


    • [PDF File]Your fiscal fitness review

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      c Consider supplemental retirement plan contributions c Open/fund IRA Insurance c Check life insurance coverage c Make sure beneficiaries are up to date on each of your retirement accounts, especially if you have had a change in your family situation, financial obligation and/or relationship c Keep all policies in a safe place


    • [PDF File]On your mark… get set…CLICK! - Prudential Retirement

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      Project your retirement income On the Accounts home page, you’ll fi nd a link to the Retirement Income Calculator, a tool that can help you determine if you’re on track to meet your retirement goals. (Please note, this tool is not available to all plans, and is based on specifi c plan design.) The next step: View your account details


    • [PDF File]Financial Tips for Seniors

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      Financial Tips for Seniors ... safe place that would be accessible by your loved ones in an emergency. An attorney can help you decide if you ... pay it, the funds in your account may be taken to pay the debt. Spending Money 3. Develop a spending plan for your retirement.


    • [PDF File]8,000 Days Workbook

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      maintenance, passwords, etc. Keep it in a safe place where trusted family members can get access. You can find a checklist example on page 26 of AARP’s Prepare to Care booklet (search Google for Prepare to Care AARP). Many challenges can be reduced or avoided if a power of attorney is designated and introduced before a crisis occurs.


    • [PDF File]Best Practice Policies for Trustees and Pension Systems

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      ensure sufficient funds will be available to pay retirement benefits many years into the future, and make certain systems are in place to pay retirement benefits in a timely and accurate manner. Under the best of circum-stances this is a heavy burden, and in recent years public pension systems have had to cope with additional economic and political


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