Educating and helping our clients understand their Merck benefits is one the very first steps in our planning process. Whether you are Legacy Merck, Legacy Schering Plough or have now transitioned to Organon, 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!
As a Merck employee/retiree, your pension will play an integral part of your retirement plan. Running multiple projections and comparing the Lump Sum vs Annuity are important parts of the planning process.
Reviewing your 401(k) on a quarterly basis may increase your odds of a successful retirement. Do you fully understand your retiree healthcare? Do you have appropriate life insurance coverage?
When do they vest? When should you sell? How will separation or retirement planning impact your shares? Create a plan for your RSU's.
Understand your Social Security benefit and how to maximize what you receive.
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