Employer Update

What information can I share with employees about the new Certified Financial Planning services offered through VRS?

Members and retirees may sign up for no-cost webinars and one-on-one 30-minute consultations with CFP^® professionals at varetire.org/make-a-plan. Spouses and loved ones are welcome to be a part of the conversation.

A financial plan is an available option based on a member's individual needs. Depending on the complexity of the plan and a member's defined contribution account balance, a fee may be required. CFP^® professionals do not sell products or services nor do they provide investment advice.

CFP^® professionals offer guidance and support to help members and retirees feel confident about their financial security and find a path forward for:

• Reducing debt.
• Budgeting.
• Protecting their loved ones.
• Optimizing Social Security benefits.
• Planning their estates.

These financial planning services offered by MissionSquare Retirement (formerly ICMA-RC) are in addition to customer support provided by DC Plans Specialists. Members and retirees with defined contribution plan accounts, should continue to contact DC Plans Specialists for plan-specific questions.