Ascension Transition Toolkit

Ascension Pension Toolkit

Aspirus Health acquires Ascension care sites in North Central Wisconsin

(click above to see announcement)

 

 

 

What will you do with your retirement accounts as a result of the Ascension/Aspirus buyout?

 

Common questions are:

  • Will my Ascension accounts automatically rollover?
  • What are the pros and cons of moving my retirement account to my own IRA?
  • Are there advisors with a history of experience in helping people in my situation?

 

We have over 50 years of combined experience assisting people with benefits in their local hospital employer plans.

 

  • We understand the specifics of your plan
  • We have personally authored and hosted seminars on retirement plan and pension decisions for many years
  • Planning is important:  our perspective includes more than just your Ascension accounts.  We provide personalized, comprehensive planning for your entire financial picture
  • As independent Wealth Management Advisors and Retirement Income Planners, we work for our clients, not a large company
  • We do not strive to be all things for all people.  We strive to be all things for some people.  Health Care professionals are a specific group that we have focused on for years
  • Benefit from our years of experience!  Call us today for your no-obligation free consultation! (715)-343-9600

Resources created by our Advisors

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

General Church Plan information

 

 

 

 

Legal News about Ascension Pensions

 

 

 

 

 

Tax Information Regarding Plan Payments and Rollovers

 

 

 

Schulfer & Associates. LLC Wealth Management and LPL Financial are not affiliated, endorsed nor employed by Ascension. All entities referenced are separate and independent