In this month’s Educating Edison, Casey Bartels, CFP®, breaks down the newly released pension rates—what they may mean for both grandfathered and non-grandfathered employees, and key considerations if you’re planning to retire soon.
Casey's comments only apply to employees that were hired before December 31, 2017. Newer employees receive an extra profit-sharing contribution in their 401(k). If you were hired after 2017, please contact us for specifics.
Educating Edison is our monthly video series aimed at helping Southern California Edison employees better navigate their financial life.
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If you have questions regarding how these rates impact you or would like to discuss your financial plan, please schedule a conversation below.