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Selecting the right retirement plan for your organization financial professional and plan sponsor use only. Not FDIC or NCAA Insured May Lose Value Not a Deposit No Bank or Credit Union Guarantee

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What is right retirement?

Right retirement refers to the process of officially ending employment and beginning to receive retirement benefits.

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Employees who are eligible for retirement benefits and are choosing to retire must file right retirement.

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Right retirement forms can typically be obtained from the employer or retirement plan administrator, and must be completed with relevant personal and financial information.

What is the purpose of right retirement?

The purpose of right retirement is to formally document the end of employment and the start of retirement benefits for an individual.

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Information such as personal details, employment history, retirement plan details, beneficiary information, and financial information may need to be reported on right retirement forms.

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