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Financial Learning Center


Countdown to Retirement

Company Retirement Benefits
  • Before you leave your job, get records you may need, such as written material on your retirement health benefits and other benefits. Check with your company to see if they have any special offers for retirees.
  • Schedule an appointment with your employer's human resource department to discuss retirement plan options and confirm the amount of your benefits.
  • Read your most recent employer benefits statement and check the statement for accuracy.
  • Review your own retirement savings outside company plans. See the section Taking Inventory for more information.
  • Consider hiring a professional to analyze your various payout options for your retirement benefits.
  • Contact former employers about retirement benefits that you may have coming from them. Make sure to include your Social Security number, your address, and the approximate dates of your employment. Give them about six month's notification of your pending retirement, so they can do all the necessary paperwork.

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Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA (Opens in a new Window)/SIPC (Opens in a new Window).  UniVest Financial Services is a trade name of UniBank. Infinex and UniBank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.


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