06/30/2026
If your employer is ending your pension plan, it's important to explore all the options you have to keep your money safe and help it grow.
https://berklyfinancialfirm.com/learning-hub/f/what-to-do-when-your-employer-ends-your-pension
Master the Money
What to Do When Your Employer Ends Your Pension
Facing an Unexpected End to Your Employer-Sponsored Pension Plan
06/15/2026
🚨More employers are stepping away from pension plans!🚨
To cut costs, they no longer want the responsibility of guaranteeing part of your retirement income. Now, it’s on you to transfer your funds into an account that’s protected and can still give you the guaranteed income a pension once did.
Don't try to figure it out alone. We have answers.
Book your complimentary consultation to learn your options. www.berklyfinancialfirm.com/appointments
The Berkly Financial Firm
"Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding." Proverbs 4:7
04/02/2026
âť“How are some pre-retirees avoiding market lossesâť“
If you are at least 59 1/2 years old and your employer's retirement plan permits an in-service distribution, then you can rollover those funds into an individual retirement account to protect your nest egg.
We offer plans that can:
âś…Avoid loss from market volatility
âś…Offer growth potential
âś…Defer taxes until withdrawals
âś…Provide lifetime income greater than 4% of your account's value
If you'd like to explore the options available to you, schedule your complimentary retirement consultation at
The Berkly Financial Firm
"Wisdom is the principal thing; therefore get wisdom: and with all thy getting get understanding." Proverbs 4:7
04/02/2026