Documents
- Phone: 412-261-5966
- Toll Free: 800-722-1143
- 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.
- Article
Social Security Benefits for When a Husband or Wife Dies
Social Security benefits provide a much-needed financial security net that facilitates a comfortable retirement.
- Article
Verizon Retiree Healthcare Coverage Benefits
If you are beginning the process of planning for your retirement, there are steps to take now to ensure your healthcare coverage continues after you retire.
- Article
Retiree Life Insurance for Verizon Mid-Atlantic Associates
If you are beginning the process of planning for your retirement, there are steps to take now to ensure your healthcare coverage continues after you retire.
- Article
401(K) Investment Options for Mid-Atlantic Verizon Associates
If you are a Verizon associate, you probably are familiar with the 401(k) plan the company offers.
- Case Studies
Rising Interest Rates and Pension Lump Sum Values
If you are a Verizon associate, you probably are familiar with the 401(k) plan the company offers.
- 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.
- Memos & Documents
What Type of Investor Are You?
The Investor Profile Questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation of your portfolio and guides us in making investment recommendations.
- Article
Lump Sum or Annuity? Verizon Pension Benefit Choices Explained
As a Verizon employee, your pension benefit plays an essential role in your retirement income planning. When deciding to retire from Verizon, one of the biggest decisions you will have to make is whether to take the lump sum or annuity payout option.
- Article
Tips for Verizon Employees Considering an EISP Offer and Early Retirement
The decision of when to retire is one of the biggest you can ever make. An early retirement offer from Verizon, whether an ISP, EISP, or Special EISP, can result in you having to accelerate that decision within a relatively short amount of time.