Retirement Resources

Merit is here to serve as a resource to you. Our goal is to help educate you to understand the necessary steps to make the best decision for you and your family.

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A Comprehensive Guide to AT&T Retirement Plans

According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while...
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Important AT&T Retirement Plan Updates for 2021

Understanding your AT&T retirement plan will allow you to make informed decisions about your finances before and during your retirement. Of course, the telecommunications company...
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AT&T Retirement Benefit Changes Panel

Many people have seen change throughout their companies, but perhaps none like this. AT&T has announced a change in the retirement benefit plans of its...
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10 Financial Mistakes Retiring AT&T Employees Can Make

There certainly is a lot to think about when retiring, such as how you’re going to remain financially stable and also stay busy. But retirement...

Understanding Your AT&T Retirement Pension Plan

One of the benefits of being an AT&T employee is that the company offers solid retirement plans that are flexible for a variety of needs....
annuity vs. lump sum

Annuity vs. Lump Sum

If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’? ...
AT&T pension

AT&T Pension Plan

Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you...
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What AT&T Retirement Plan Problems Say About 401(k) Management

With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer - and, naturally, most of those employees are enrolled...
AT&T rule of 75

The Modified Rule of 75

Watch the video below to learn more about the modified rule of 75 and the changes AT&T has made to the retirement package. Should you...

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