At FlagStone we believe that providing both our existing clients and prospective clients with accurate financial education information on your schedule, from the comfort of your home or office, that we can be a convenient financial resource that will earn your trust one answer at a time.
You can book this basics investment seminar on your schedule, based on our availability. Then, we will conduct a one on one session with you via our web conference software and walk you through the topic information at a pace that works for you, making sure that our answers are clearly understood by you. If you have any additional topic ideas, please let us know and we would be happy to accommodate your education needs.
Verizon Pension – Free Seminar Sample
Verizon Saving Plan Options, Verizon Company Matching, Loans, Withdraws, Options Available at Retirement, IRS Rules, How to Rollover your Account to an IRA, 72(t) Rules, Social Security.
Call our office to find out more about this and many other workshops we offer to help people be better educated about financial matters.
Verizon Savings Plan:
- Fidelity Investments is the current benefits administrator for the Verizon Savings Plan.
- You “vest” or gain ownership in Verizon Company contributions to your account after three years of service.
- Eligibility – You are eligible to enroll in the Verizon Savings Plan if you are a regular, term or temporary, full time or part-time associate (non-salaried) employee of Verizon.
- You are immediately eligible to enroll in the Savings Plan as soon as you begin your employment with Verizon.
Other Verizon Savings Plan & Pension questions this web seminar will help answer:
What are sources of Verizon retirement income?
Who is Fidelity?
How much can Verizon employees contribute to their Savings Plan?
How much does Verizon contribute in matching contributions to the Savings Plan?
What are the investment options inside of the Verizon Savings Plan?
Can I take a loan out of my Verizon Savings Plan?
What is the maximum loan amount that I can take out of my Verizon Savings account?
What is an In-service withdraw?
What is Internal Revenue Code 72(t).
How long do I have to follow the rules of 72(t)