Broker Check

February 8th, 2018 | Maggiano's | Troy, Michigan

This live presentation covered the following topics:

  • Why GM is offering a lump sum pension offer?
  • GM buyouts to existing retirees
  • Current funding levels of the GM Pension Plans
  • Overview of your pension collection options
  • Things to consider when making your decision
  • Financial status and rating of GM’s Pensions
  • Lump sum vs. monthly pension analysis
  • General guidelines
  • Verification of benefits summary/resources
  • GM benefits in retirement
  • Next steps to take
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February 23rd, 2017 | Maggiano's | Troy, Michigan

This live presentation covered the following topics:

  • Why GM is offering a lump sum pension offer
  • Current funding levels of the GM Pension Plans
  • Overview of your pension collection options
  • Things to consider when making your decision
  • Financial status and rating of GM’s Pensions
  • Lump sum vs. monthly pension analysis
  • General guidelines
  • Verification of benefits summary/resources
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December 8th, 2015 | GM Proving Grounds | Milford, Michigan

This live presentation covered the following topics:

  • GM Retirement Savings Plan (GMRSP)
  • GM Personal Savings Plan (GMPSP)
  • Defined Benefit Pension (Monthly and Lump-Sum options)
  • Early Retirement Transition Offers
  • Team GM Bonus, Health Spending Account (HSA)
  • MetLife Group Variable Universal Life (GVUL)
  • Long-Term and Short-Term Disability.
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December 11th, 2014 | Eddie Merlot's Bloomfield Hills, Michigan

This live presentation covered the following topics:

  • GM Pension Considerations
  • Pension Benefit Guaranty Corporation
  • Monthly Pension (advantages/disadvantages)
  • Lump Sum (advantages/disadvantages)
  • Difference between Fixed/Variable
  • Lump Sum vs. Monthly Analysis
  • Rate Changes and Lump Sum
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March 7th, 2013 | Ruth's Chris | Troy, Michigan

This live presentation covered the following topics pertaining to GM Executives: 

  • Long Term Incentive Plan
  • GM Restricted Stock Units (RSUs)
  • Taxation of RSUs
  • New tax laws for 2013
  • Current Rating and Technical Analysis of General Motors Stock
  • Diversification and Tax Savings Strategies.
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June 14th and 19th, 2012 | Troy Community Center | Troy, Michigan

This live presentation covered the following topics:

  • Why GM is Changing the SRP Pension
  • Overview of Choices
  • Issues to Consider When Making a Decision
  • Resources to Help you Make a Decision
  • Lump Sum vs. Monthly Analysis
  • Verify your Personal Benefit Summary
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