Prepare For Retirement

  • Review how much you have saved for retirement, how much you might receive in Social Security Benefits and what other assets you have.
  • What resources do you have to support your lifestyle?
  • Look at your current expenses and think about what it will cost you during retirement.
  • Run projections with different retirement dates and distributions options; adjust asset allocation if necessary
  • Decide whether you would benefit from hiring a financial planner. Transamerica Retirement Solutions offers financial planning. Contact the Transamerica Retirement Planning Consultant for more information at (310) 338-5316. ComPsych, your Employee Assistance Program provider also offers financial planning.
  • Schedule a confidential appointment with Human Resources to discuss your healthcare options offered by LMU at (310) 338-2723.
  • Contact your Transamerica Retirement Planning Consultant to discuss retirement annuity or your minimum distribution options. Book an appointment by calling (310) 338-5316.
  • Contact TIAA-CREF at (800) 842-2776 to discuss retirement annuity or minimum distribution options if you did not rollover/transfer to Transamerica. Counseling is available with a TIAA-CREF representative by appointment.
  • Contact Fidelity Investments at (800) 343-0860 to discuss retirement annuity or minimum distribution options if you did not rollover/transfer to Transamerica.

Resources