How you handle your employer-sponsored retirement plan when you leave your job is one of the most important financial decisions you can make. Join this FedSupport session to learn:

The most common distribution options.
How to avoid the 20% IRS withholding penalty of your retirement distribution.
How taxes, penalties and investment options factor into your retirement plan decision.
Your retirement savings options when you leave your job to help you make the right choice.

This session will also cover some key spending and saving strategies to help preserve your funds when income is limited.

Speakers:

Sarah Adam, financial advisor, Edward Jones

This session will support current and former federal employees of financial regulatory agencies, such as the Consumer Financial Bureau, Federal Deposit Insurance Corporation and the Federal Reserve, who are exploring career transitions beyond federal government. A panel of financial regulatory professionals who have successfully adjusted to new work cultures will share real-world experiences and practical advice to help you identify where your skills fit, understand how to communicate your accomplishments across sectors and learn how to adapt to non-federal work environments.

To keep advice tangible, panelists will primarily focus on career transitions for those in an examiner role, though we expect the information will be valuable to a wider audience.

Speakers:

Chris Kelley, senior partner & director, Smith & Wilkinson

Lisamarie Ng-Kreiter, compliance program group manager, PNC Bank

Martha Fulford, assistant deputy attorney general, Colorado Attorney General’s Office

Tony Vasile, senior vice president, Conference of State Bank Supervisors