Thank you for your interest!

Please Fill Out The Form Below to get Access to your guide.


Answer Questions Such As:

  1. Learn How Interest Rates Affect Your Lump-Sum.

  2. How to Analyze a severance or offer?
  3. How will the Secure Act tax changes affect me?

About The Retirement Group:


With over 30 years of experience, The Retirement Group educates employees who are transitioning or retiring from Bank of America & other Fortune 500 companies. Our advisors retain the knowledge of our target company's employee retirement plans & options. As such, our company focused advisors are experienced in helping clients navigate their retirement options to help reach their goals. 

Check Out Our Online Classes for BAC Employees

Our Online Classes Will Discuss a Wide Variety Of Bank of America Retirement Topics Including Pension Planning, Emotions of Investing and Taking the Lump-Sum vs. Annuity.



Click Here Online Classes


Please contact us at 1 (800) 200-9838 if you have any questions or concerns