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When you need help with something important in life, don’t you really want an expert? If you had an operation coming up, wouldn’t you want a doctor handling the surgery that does your procedure several times a day rather than one who attempts it a few times year?

Retirement is important to you, it’s what you’ve been working for your whole life at AT&T and now you need to start thinking about who will help you make sense of it all! The team of retirement planning consultants at Sound Financial have been working directly with employees of AT&T for over two generations and understands your retirement benefits. You’ve got some pretty important decisions coming up and our retirement planning consultants are informed on the different options that are available to you. Choose wisely!



Articles of Interest

  • How Do I Transition Away From AT&T?

    It’s been said that all good things eventually come to an end, and the same goes for the careers we choose. That includes a career at AT&T too. AT&T knows this inevitable truth as well and has put programs in place to assist in the turnover that will come.   Read More...

  • What does leaving AT&T mean for my medical insurance?

    With the news that AT&T is planning to reduce their workforce this year, lots of employees are left with some challenging questions. No question may be as challenging as “how will you cover medical insurance and expenses in retirement or a transition?” As with all things in AT&T there are different rules for Craft employees versus Management employees. AT&T is keeping this information pretty close to the vest, but here is what we understand so far.For Craft Employees:The ...  Read More...

  • AT&T may be preparing for a workforce reduction…will you be ready?

    There sure has been a great deal of change at AT&T this year! A few months ago we wrote about the SIPP offer extended to some employees, and our sources tell us the targeted number of employees did not accept. There have also been some Management employees that are receiving offers of up to 6 months of severance to quickly move along as AT&T attempts to reduce their management workforce.   Read More...

  • What will you do with AT&T’s 2018 SIPP offer?

    AT&T is a busy place these days! From completing major acquisitions like that of Time Warner, to continuing to serve its millions of customers, there is a lot going on. In addition, news broke recently that a voluntary SIPP offer is being extended to many AT&T employees and it is causing these employees to take pause and consider their future.   Read More...

  • 2018 GATT Rate Announcement

    The interest rate used by the AT&T (BellSouth) pension plan for employees retiring during the year of 2018 is:2.81 %*(Compared to a 2017 rate of 2.86%)*According to www.irs.govThe pension plan Administrator changed from Aon Hewitt to Fidelity Service Center in January of 2013. That change should not have affected your pension benefit in any way. However, there were a few pension calculations that were several thousand dollars lower than they should have been.   Read More...

  • Sound Financial is the place for AT&T Retirees!

    AT&T and its employees have a long and proud history. As a company, they are the largest telecommunications company in the world and they employ over 264,000 people worldwide. They can even trace their roots back to Alexander Graham Bell himself!   Read More...

  • AT&T Retiree Medical Coverage Update for 2017

    Over the last few years AT&T has made some significant changes to their medical coverage options for retirees. This has included requiring retirees 65 and older to transition to Medicare and the recommendation of using AON Hewitt Healthcare Exchange for Medicare supplement coverage. Also, there have been changes regarding Health Reimbursement Accounts (HRA) and the amounts AT&T will fund them with.   Read More...

  • 2016 GATT Rate Announcement

    The interest rate used by the AT&T (BellSouth) pension plan for employees retiring during the year of 2016 is:3.03 %*(Compared to a 2015 rate of 3.04%) *According to www.irs.govThe pension plan Administrator changed from Aon Hewitt to Fidelity Service Center in January of 2013. That change should not have affected your pension benefit in any way. However, there were a few pension calculations that were several thousand dollars lower than they should have been.   Read More...

  • AT&T Extends HRA Benefits for Retirees in 2016

    Last year AT&T retirees received some interesting medical insurance changes. You can read our post about those changes here. As a review, the company did away with their medical insurance coverage for retirees who are 65 and therefore are eligible for Medicare.   Read More...

  • AT&T's Enhanced Pension Offer (EPO)

    If you are a manager at AT&T you may have recently received some information about an Enhanced Pension Offer or EPO. This offer is also being given to certain U.S. managers and certain nonmanagement, nonunion employees.   Read More...

  • Retirement Benefit Changes at AT&T

    There are some big changes happening with the AT&T benefit package for newly hired managers in 2015! AT&T is adjusting their retirement plans to be more aligned with other employers.Starting January 1, 2015, all newly hired managers will have the benefit of an enhanced 401(k) with a 100% match. This differs from the 80% match for current management employees.   Read More...

  • Rumors, Retirement, & AT&T

    Rumors are everywhere. They are in the news, they are with your in-laws, they are at your kid’s school, and they are most definitely in the workplace! AT&T is certainly no exception to rumors in the workplace.   Read More...

  • AT&T Retirees - Medical Insurance Changes - What You Need to Know!

    Earlier this year the company notified Medicare-eligible retirees that their medical insurance coverage through the company was going away the 1st of 2015, and could be obtained from the AON Hewitt Health Exchange.The notice also said they would help offset some of the costs, and that more information would be available this Summer.We are not insurance experts, but we do have a lot of information about these changes.1.     First, these changes only affect those retirees who are 65...  Read More...

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