Documents
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- Fax: 412-261-3353
- Case Studies
Diversifying concentrated VZ Stock Allocation in 401(k)
Learn how one client properly allocated his 401(K) between stocks and bonds, as well as diversified his plan across all asset classes and market sectors.
- Memos & Documents
Pension Election Guide
An in-depth look at how Verizon associates can properly make a pension election when retiring.
- Article
Article - August 2019 In Review
As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused and planning-driven
- Article
Article - ADV Offer Letter
As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused
- Memos & Documents
Estate Planning Guide
A helpful guide to help ensure you have everything you need for comprehensive estate planning.
- Memos & Documents
Verizon Benefits Directory
Contact information for the Verizon Benefits Center and other important contacts.
- Case Studies
How the Right Guidance Saved a Verizon Employee $30K
Learn how the H&A team helped one client save $30,000 in pension benefits by identifying an error in his retirement commencement date.
- Case Studies
Retirement Paperwork Case Study
The paperwork process to retire needs to be handled with care. Learn how the H&A team helped one client through the overwhelming retirement paperwork process and ensured she made the decisions that were right for her and her family.
- Case Studies
Pension Lump Sum or Pension Annuity Case Study
Follow fictional Jane Miller as she decides between the Lump Sum option or the Annuity option with the guidance of H&A.
- Memos & Documents
Lump Sum or Annuity? Verizon Pension Benefit Choices Explained
Pension-eligible Verizon employees should understand the pros and cons of the annuity option and the lump-sum payout. Learn more.
- Memos & Documents
Tips for Verizon Employees Considering an EISP Offer and Early Retirement
We help Verizon employees considering or taking EISP offers plan for a financially secure retirement. Learn how to get the most out of your EISP.