Retirement Planning Services

Anonymous User

Associate

House Staff

RN (NYSNA)

RN (1199)

1199

Local 30

Ret Mgmt

Ret RN

Deciding what to do with your retirement savings is a big step in your journey to retirement. Luckily for you, Montefiore offers 1-on-1 retirement planning services to associates and former associates at no additional cost to you. These Principal Retire Secure^SM representatives are experienced retirement professionals dedicated to the Montefiore plans.

Sign up today at www.principal.monte1on1!

Once you schedule your meeting, Phil or Arlene will give you a call at your scheduled time to discuss things like:

Your unique retirement needs and goals
Gaps in your savings
Consolidating retirement accounts
Protection for your income and assets

Arlene Reddington, MBA
Pincor Registered Representative
RetireSecure^sm Benefit and Planning Counselor
Phone: 914.349.8557
Fax: 855.691.2084
[email protected]

Phil Deutsch
Pincor Registered Representative
RetireSecure^sm Benefit and Planning Counselor
Phone: 914.349.8558
Fax: 844.208.7962
[email protected]

Use the Planning Guide to help prepare for your meeting.

This site provides only highlights of the Montefiore‘s Benefits & Wellness Programs and does not attempt to cover all details. Complete details are contained in the Plan documents and/or insurance company contracts, which legally govern the Program and which are controlling in the event of the conflict. Montefiore expects to continue these plans indefinitely, but reserves the right to change, modify or terminate the Plans in whole or in part, at any time and for any reason. In addition, the tax treatment of these benefits is subject to change without notice, as determined by federal, state or local tax authorities.