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The Social Security Fix-It Book
The Social Security Fix-it Book was created by the Center for Retirement Research at Boston College. Social Security faces a serious problem and this book is a short 52 page guide to the social security program, the financial challenges and some of the leading solutions to eliminate the social security deficit. This is a must read for all age groups.
(Click here to download the book free)
© 2007, by Trustees of Boston College, Center for Retirement Research. All rights reserved. Link used with permission.
"ASK THE EXPERT" Workshops ATT
We offer a series of complimentary web-based and small group education workshops designed to help you understand many of the issues you face as you enter retirement. Choose from any of the 6 workshops or participate in all 6. There is no cost or obligation.
"ASK THE EXPERT" SCHEDULE
Please call us at 312-697-1600 for dates and locations of upcoming live workshops or to schedule a small group luncheon or individual meeting with one of our advisors.
Retirement CASETM Analysis ( Download Brochure)
We have considerable knowledge that can help you decipher your retirement options. Our Retirement CASE™ analysis will help you:
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Learn about the factors that influence your financial future
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Use historical data to analyze your goals and help deliver the historical probability of meeting them
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Determine if you should take a Lump Sum or Monthly Annuity
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Analyze the impact of cash flow decisions.
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Analyze the impact of different portfolio decisions.
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Analyze the pension options to help you choose between a lump-sum or pension payments
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Create a written and disciplined investment process designed around your needs.
To receive your CASE™ analysis complete the questionnaire and fax it to us at 312-697-1605.
If you have additional questions please call us at 312-697-1600.
Employees Say They Need Help
Welcome to Herr Capital Management, the retirement income distribution specialists. We recently conducted a survey of employees from major corporations in the Chicago metropolitan area. Our conclusion is that many employees lack the information, education and training to fully understand the retirement plan options offered by their company.
Here are just some of the results of our December 2005 survey:
| 42% |
Indicated they need help understanding contribution limits |
| 34% |
Indicated they do not understand asset allocation and investment strategies |
| 45% |
Indicated they do not understand IRA and pension plan distribution rules |
| 50% |
Indicated they do not understand IRA rollover options |
| 58% |
Do not understand their estate plan or their estate planning options |
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Over 75%
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Have an active interest in educational seminars designed around their pension plan
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Survey conducted by Herr Capital Management, Copyright 2005©
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Useful Links to Retirement Resources:
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INTEREST RATE TABLE from the IRS
ATT/SBC - Net Benefits Site
Access.att.com for employees and retirees to access AT&T news and benefits
ATT Non-Management IBEW Local 21
Catapillar - Your Benefits Site
Accenture - Your Benefits Site
BP -LifeBenefits Site
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