Pre-Retirement Workshop
March 25, 2017
Social Security Benefits – A Foundation for Planning Your Future
Presented by: Charles Schaenman, Project Manager, Social Security Administration
Pension Plan Benefits – Electrical Workers’ Pension Fund, Local 103, I.B.E.W.
Presented by: Hal Tepfer, Fellow Society of Actuaries, Member American Academy of Actuaries
I.B.E.W. and N.E.B.F
Pension Benefits
Presented by: Chuck Monahan, Financial Secretary, Local 103 I.B.E.W.
Local 103 Health Benefit Plan
Presented by: Michael P. Donovan, CFO, Electrical Construction Trust Funds, Local 103, IBEW
Deferred Income Fund Benefits
Presented by: Michael P. Donovan, CFO, Electrical Construction Trust Funds, Local 103, IBEW
Legal Issues When Approaching Retirement
Presented by: Michael D. Joyce, ESQ, CEBS, Sr. Vice President, Segal Marco Advisors
Tax Issues After Retirement
Presented by: Edward C. Manzi, CPA, MST, Manzi & Associates