May 2022 | GM Pension- 8 Vital Factors to Consider
This video presentation covers the following topics:
- What your pension collection options are
- How each pension collection option is calculated
- Important dates to keep in mind
- The 8 vital factors you should consider before making a decision
February 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
February 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
December 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.
December 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
March 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.
June 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