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.