Tag: Kaiser

A Deep Dive Into Kaiser Permanente’s Pension Plan

When I’m attempting to place a client in a specific job they almost always have questions about pension plans. Since the recent Coronavirus hysteria I’d noticed that a lot of my Kaiser Permanente clients in particular have had questions about their pensions. So to try and help them out I did a deep dive and

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Keeping Track of Kaiser Permanente’s 401(k)/TSA Plans

With all the volatility in the market a lot of my clients have been asking about their 401(k)s. I’ve notice a lot of these clients have been from Kaiser Permanente specifically. While I’m not a financial advisor, I did do some research and here is I’ve found concerning Kaiser Permanente’s 401(k)k/TSA plans: If it’s been

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Will Kaiser Permanente Stop Offering a Pension Lump-Sum Option?

The novel coronavirus has caused almost every economic industry major strife over the last 6 months. However, corporations were struggling with their pension liabilities long before the pandemic hit. According to Mercer’s 2020 Defined Benefit Outlook, at the end of 2019 the average pension fund only had 85% of their pension liabilities covered, while 63%

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7 Things to Consider Before Leaving Kaiser Permanente

Retiring or worse, losing your job is a grandiose moment. Your mind is racing and you simply just don’t know how to operate. Loss of a job, especially for those with over 20 years of service,  affects the same receptors in the brain as loss of a loved one. You have been connected with Kaiser

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Will Kaiser Permanente End 401(k) Matching?

There has been a consistent economic trend which shows that in times of recession corporations will decrease or suspend benefits. According to CNBC, 95% of companies offer a company match or some alternate contribution program. However in that same article they stated, “Don’t be surprised if your employer pauses its contributions to your 401(k) plan

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KP: Stages of Retirement

Stages of Retirement Retirement planning, whether you are 20 or 60, is something we must actively plan towards annually. Unfortunately, numerous polls and experts say the majority of Americans don’t know how much to save or the income they will need. Getting started… Your 20’s and early 30’s Everyone knows it’s critical to start in

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Will Kaiser Permanente Freeze Its Pension?

Corporations in almost every industry are in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus.  The pandemic has taken a toll on the entire economy and companies need to take drastic measures in order to stay afloat. AT&T, for example, has expressed a goal

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