Nearing Retirement

Nearing Retirement

There are a number of items you will want to consider as you get closer to retirement.

Are you age 50 or above or within three years of retirement? If so, you may be able to take advantage of the 457 Deferred Compensation Plan’s available catch-up contributions. For more information on whether or not you are eligible to make catch-up contributions, please contact your local representative or schedule an appointment.

View the Plan contribution limits.

Are you within five years of retirement? Download this helpful nearing retirement checklist with links to important planning resources.

457(b) Special Catch-Up Calculator Need help determining if you are eligible for the 457(b) 3-year Special Catch-Up election? Do you know how much you can contribute to your employer’s 457(b) retirement plan in the current year? This calculator can help you understand your options.

View the 457(b) Special Catch-Up Workbook

View the 457(b) Special Catch-Up Form