Pharma Benefit Planning

How We Help

Whether you are Legacy Merck, Legacy Schering-Plough, or now part of Organon, we are here to help you understand and make thoughtful decisions about your available benefits. Your retirement plans and goals matter, and these resources are designed to help you get started. Explore the quick links below to find information relevant to your situation.

Pension Calculator

As a current or retired pharma employee, your pension will be integral to your retirement plan. Running multiple projections can help you understand the differences between the Lump Sum and Annuity options so you can evaluate which choice aligns best with your goals and circumstances.

401(k) and Insurance Benefits

We recommend reviewing your 401(k) often to help you stay aligned with your long-term objectives. It is also important to understand your insurance coverage and healthcare options so you can make informed decisions regarding your overall benefits package.

Restricted Stock Plan

When do they vest? When should you sell? How will retirement planning or other life events impact your shares? We can help you create plans that fit your needs.

Social Security Estimates

Do you understand your Social Security benefit and how to maximize what you receive? We can provide guidance to help you understand your individual benefit information.

Start your retirement journey today.

We help to bring confidence and clarity to retirement planning. Contact our team of financial professionals to get started.