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Agenda Item No. 11 Meeting Date: November 20, 2019, Resolution: No AGENDA DOCKET FORM SUBJECT:RETIREMENT PLAN AMENDMENT RESOLVING EMPLOYEE PENSION DELAYS RESULTING FROM TRANSITION TO CALLERS MEDICALSUMMARY:

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How to fill out when you change retirement

01

Contact your HR department or retirement plan provider to notify them of the change in your retirement status.

02

Update any necessary forms or documents with the new retirement date.

03

Adjust your retirement savings or investment portfolio as needed based on your new retirement timeline.

04

Consider any additional financial planning or adjustments necessary due to the change in retirement.

Who needs when you change retirement?

01

Individuals who are approaching retirement age and need to make adjustments to their retirement plans.

02

Employers who need to update employee records and benefits information when a retirement date changes.

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What is when you change retirement?

Changing retirement refers to making modifications to a retirement plan or portfolio.

Who is required to file when you change retirement?

Individuals or entities who have made changes to their retirement plans or portfolios are required to report it.

How to fill out when you change retirement?

When changing retirement, you need to update the necessary forms or documents to reflect the modifications made.

What is the purpose of when you change retirement?

The purpose of changing retirement is to adjust the plan or portfolio based on new circumstances or preferences.

What information must be reported on when you change retirement?

Information such as the changes made, reasons for the changes, and any new investment decisions must be reported when changing retirement.

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