Michael McMahon, our Deferred Compensation Representative from Empower Retirement is available for virtual appointments.
In order to sign up for a Deferred Comp Appointment please click here:
https://virtual_meeting_michael_mcmaho.empowermytime.com
Appointments typically cover one of the following:
• I want to enroll- Education on the plan highlights and features. You will be able to enroll online.
• I am enrolled in Deferred Comp and want to do a Retirement Readiness Review to understand my retirement income projections. Investment and savings rate guidance is provided.
• I am enrolled and am saving Before Tax but am interested in exploring if Roth after tax Deferred Comp makes sense for me.
• I am retiring in the next 6 months and want to review my Sick & Annual options as well as SERS pension lump sum rollover considerations as it relates to Deferred Comp.
• I have an old Deferred Comp, Pension, 401k, 403b, or IRA from a previous employer that I want to roll into Deferred Comp to consolidate my accounts.
Please contact Diana Balla at balla@calu.edu or extension 5433 if you have any questions or need additional information.