Thank You!

Your Tennessee Higher Education Retirement Income Review Has Been Scheduled.

Thank you for scheduling your complimentary Retirement Income Review.

I'll call you at the phone number you provided at your scheduled appointment time. Your review will take approximately 15 minutes.

During our conversation, we'll review your current retirement benefits, answer your questions, and determine whether there may be additional retirement income options available based on your goals.

To Make the Most of Our Time Together

You do not need to gather anything before we speak.

However, if you happen to know any of the following, it may help us make the most of our conversation:

✓ Approximate retirement account balances (if known)

✓ Current retirement providers (TIAA, Corebridge, Voya, VALIC, CREF, Empower, etc.)

✓ Your anticipated retirement date

✓ Pension estimate or retirement information (if available)

✓ Questions you'd like answered

What We'll Cover

✓ Estimate your future retirement income

✓ Review your TCRS pension benefit and retirement eligibility

✓ Review ORP, 401(k), 403(b), 457, and previous employer retirement accounts

✓ Determine whether you're eligible to move retirement funds while still employed

✓ Compare retirement income options beyond your current retirement provider

✓ Coordinate retirement income with Social Security

✓ Identify retirement accounts from previous employers

✓ Answer your retirement planning questions

Why Schedule This Review?

This educational consultation is designed to help Tennessee higher education employees and retirees better understand their retirement options.

Whether you're planning to retire in the near future or simply preparing ahead, the goal is to provide clarity regarding your retirement benefits, retirement income, and the options available to you.

There is no cost and no obligation.

I appreciate the opportunity to speak with you and look forward to our conversation.

Aaron Payne

Founder, A.P. Retirement