The Retirement Group educates employees who are transitioning or retiring from *AT&T,*Qwest,*Raytheon, *Chevron,*Hughes, *Merck,
*Pfizer, *Coca-Cola, *Northrop Grumman, *Lockheed Martin, *Exxon, *Caterpillar, *Wyeth, *Sempra Energy, *San Diego Gas & Electric Company, *Southern California Gas Company, *Citibank, and others through monthly newsletters and seminars given throughout the United States. Our knowledgeable representatives will educate you through workshops conveniently conducted near you. Please attend a free workshop, read the Retirekit FAQ or Asset Allocation Questionnaire, call us at 800-900-5867, email us at firstname.lastname@example.org, or visit the contact page on this website to learn more.
Click here to use the 401(k) savings calculator.
The Retirement Group Services
All of The Retirement Group`s transactions are cleared through Pershing, which was established in 1939 and represents 13% of all NYSE volume. Pershing also maintains one of the largest surviving floor operations on the NYSE. Pershing is a leading independent securities firm with more than a 45 year history of helping retirees and businesses. In 1977, Pershing was acquired by Donaldson, Lufkin and Jenrette Securities Corporation, which has long enjoyed a reputation for high quality equity and fixed income services. Pershing employs an equity research staff of 6 analysts and 2 administrative assistants that cover all major industries. Pershing allows us to offer our transitional clients high quality service and support.
Netbenefits (www.netbenefits.com) is Fidelity’s client level access website to view and manage their retirement accounts. Access to 401(k) information, preferences, and options are available. The site is incredibly user-friendly. The NetBenefits site has 2 key sections, Home and Savings & Retirement. The Home tab provides balances and portfolio totals. The Savings & Retirement tab gives additional account details and access to third-party research tools to assist in making informed investment decisions.
Benefits Resource TM (YBR) www.hewittassociates.com is a website provided by Aon Hewitt for investors to complete benefits transactions and other information to aid with decision – making. YBR enables participants to make better retirement decisions and features a wide range of tools, information, and services; services like retirement planning, 401(k) savings account review, and pension account review.
The Retirement Group must work with your company’s benefits administrator should you choose to become a client. One of the largest administrators we have worked with is Netbenefits Fidelity. Although The Retirement Group is not affiliated nor endorsed by Fidelity or Netbenefits we must be specialists in navigating the Netbenefits site in order to assist our clients in accessing their pension and 401k information.
Netbenefits (www.netbenefits.com) is a Fidelity client level access website. The www.netbenefits.com website is used by employees of major corporations to view and manage their retirement accounts. They get access to 401(k) information, preferences, and options are available. The netbenefits site is incredibly user-friendly. The NetBenefits Fidelity site has 2 key sections, Home and Savings & Retirement. The Home tab provides balances and portfolio totals. The Savings & Retirement tab gives additional account details and access to third-party research tools to assist in making informed investment decisions.
Investment Advisor Representative of and Advisory Services Offered Through The Retirement Group, LLC.
We have representatives who are securities registered and are able to service clients in the following states: ARIZONA, ARKANSAS, CALIFORNIA, COLORADO, FLORIDA, GEORGIA, ILLINOIS, INDIANA, KANSAS, MICHIGAN, MISSISSIPPI, MISSOURI, NEVADA, NEW HAMPSHIRE, NEW JERSEY, NEW YORK, NORTH CAROLINA, OKLAHOMA, OREGON, PENNSYLVANIA, SOUTH CAROLINA, TEXAS, TENNESSEE, WASHINGTON, WISCONSIN.
* The Retirement Group® is not affiliated nor endorsed by your company or employer which includes but is not limited to *access.att.com, *AT&T, *fidelity.com, *Wyeth, *netbenefits.fidelity.com, *Pfizer, *hewitt.com, *Qwest, *resources.hewitt.com, *Bank Of America, *Chevron, *Hughes, *Northrop Grumman, *Merck, *Raytheon, *Exxon, *Home Depot, *Siemens, *Allstate, *Dell, *Alcoa, *Coca-Cola, *UBS, *Caterpillar and * Verizon. We are an independent financial advisory group that specializes in transition planning and lump sum distribution.
*We are not employed by AT&T Retirement Department, AT&T Pension or AT&T
*We are not employed by Alcoa Retirement Department, Alcoa Pension or Alcoa
*We are not employed by Allstate Retirement Department, Allstate Pension or Allstate
*We are not employed by Bank of America Retirement Department, Bank of America Pension or Bank of America
*We are not employed by Caterpillar Retirement Department, Caterpillar Pension or Caterpillar
*We are not employed by Caterpillar and Retirement Department, Caterpillar and Pension or Caterpillar and
*We are not employed by Chevron Retirement Department, Chevron Pension or Chevron
*We are not employed by Coca-Cola Retirement Department, Coca-Cola Pension or Coca-Cola
*We are not employed by Dell Retirement Department, Dell Pension or Dell
*We are not employed by Exxon Retirement Department, Exxon Pension or Exxon
*We are not employed by Home Depot Retirement Department, Home Depot Pension or Home Depot
*We are not employed by Hughes Retirement Department, Hughes Pension or Hughes
*We are not employed by Merck Retirement Department, Merck Pension or Merck
*We are not employed by Northrop Grumman Retirement Department, Northrop Grumman Pension or Northrop Grumman
*We are not employed by Pfizer Retirement Department, Pfizer Pension or Pfizer
*We are not employed by Qwest Retirement Department, Qwest Pension or Qwest
*We are not employed by Raytheon Retirement Department, Raytheon Pension or Raytheon
*We are not employed by Siemens Retirement Department, Siemens Pension or Siemens
*We are not employed by UBS Retirement Department, UBS Pension or UBS
*We are not employed by Verizon Retirement Department, Verizon Pension or Verizon
*We are not employed by Wyeth Retirement Department, Wyeth Pension or Wyeth
*We are not employed by Sempra Energy
*We are not employed by San Diego Gas & Electric Company or SDG&E
*We are not employed by Southern California Gas Company