Help Desk

The Basics 5

• What is PensionPlus?
• What is PensionPlus's mission?
• Who can use PensionPlus?
• How does PensionPlus make money?
• Is PensionPlus an annuity?

Getting Started 6

• Do I need to transfer my retirement savings?
• Who will manage my retirement investments?
• Can I use PensionPlus if I'm already retired?
• What is the PensionPlus bonus?
• Can I change my PensionPlus plan?

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The Paycheck 7

• What is the PensionPlus paycheck?
• How do you give me a lifelong paycheck?
• How do you calculate my Social Security income?
• What are the chances that I'll run out of money in retirement if I use PensionPlus?
• Does my paycheck change over time?

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During Retirement 3

• How do I stay on track with the plan during retirement?
• How can I plan for long-term care in retirement?
• Are there any government programs available to help with medical expenses during retirement?

Preparing For Retirement 5

• How much money will I need to retire?
• How can I maximize my Social Security benefits?
• What tax implications should I consider when planning for retirement?
• What are the most effective ways to save money during retirement?
• Should I buy an annuity?