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AT&T Benefits Planning

Educating and helping our clients understand their AT&T benefits is one of the very first steps in our planning process. Whether you are Craft or Management, Mod 75 or newly hired, maximizing your benefits can help improve the success of your retirement plan. It all starts with where to find the information and familiarizing yourself with the websites below. We look forward to assisting you with your financial planning! 

Schedule A Complimentary Benefits Review

AT&T 401(k) and Pension (NetBenefits)

Reviewing your 401(k) on a quarterly basis may increase your odds of a successful retirement.

Understand how your pension grows can help you with your goals.

Fidelity NetBenefits

Social Security Estimates

Understand your Social Security benefit and how to maximize what you receive. 

(Creat a login for more accurate benefit information) 

Social Security Estimator

AT&T Insurance Assistance (Met Life, AON, UHC)

As an AT&T employee/retiree, understanding all your insurance choices (and how they change) will help you make sound decisions to make sure you have the right coverage.

AT&T Benefits Center

AT&T Stock Awards (Computershare)

What are the shares worth? When should you sell? Should you leave them there? What if you have certificates at home?

AT&T Stock Awards
Richard Gigliotti

Richard Gigliotti, RICP®

Financial Planner

(858) 367-5018

[email protected]

Schedule A Call To Review Your AT&T Benefits