Financial Living Blog

AT&T Employee Stock Purchase and Cash Deferral Plans: What to Know

Dec 1, 2021 11:36:18 AM

There are many different moving parts to AT&T’s employee benefits. After 30+ years working AT&T employees and retirees, we know that it can be challenging to keep track of all your options. A good example is AT&T’s employee stock purchase and cash deferral plans.

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What to Know If You Decide to Retire from AT&T Early

Nov 3, 2021 10:15:36 AM

Are you an AT&T employee who’s suddenly thinking about retiring earlier than originally planned? Well, then it’s time to do some planning.

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A Comprehensive Look at AT&T’s Pension Plan

Oct 6, 2021 10:38:58 AM

Picture this scenario: You’re an AT&T employee who is about to retire. Before you can walk out the door one last time, however, you must choose which AT&T pension benefit is right for you. Either a monthly pension, lump-sum pension, or a combination of the two depending upon your classification (management or union).

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What AT&T Employees May Not Know About HSAs

Sep 8, 2021 11:08:42 AM

Whether insured or not, some of the biggest recurring expenses throughout your life are health care costs. Some AT&T employees can get an extra leg up on expected and unexpected medical costs with a health savings account (HSA).

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6 AT&T Retirement Myths

Jul 28, 2021 2:22:03 PM

During our 30+ years helping AT&T employees retire successfully, everyone has come to us feeling excited to start the planning process. But some have been surprised to find out our recommendations differ from what they heard elsewhere.

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What the AT&T Dividend Cut Means for Employees

Jun 23, 2021 3:05:20 PM

In addition to spinning off WarnerMedia, AT&T recently announced that it was reducing its dividend. This negatively impacts the telecom giant’s shareholders, many of whom are AT&T employees.

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AT&T Lump Sum or Monthly Pension? Here’s How to Decide

May 27, 2021 1:49:28 PM

As an AT&T employee, one of the most important financial decisions you’ll make comes near the end of your career: Should I choose an AT&T lump sum or monthly annuity pension?

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Where to Find AT&T Benefit Advice in Retirement

Mar 3, 2021 11:56:05 AM

Exploring new places and new things is actually a way to learn more about yourself. As the poet T.S. Eliot put it: “The end of all our exploring will be to arrive where we started and know the place for the first time.”

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Big AT&T Retirement Benefit Changes for Management Employees

Jan 13, 2021 9:06:06 AM

Major changes are coming to AT&T’s retirement benefits for management employees.

In mid-December, AT&T sent an email to many management employees announcing an adjustment to the way future pension credits are calculated, along with the elimination of retirement health insurance and a reduction in retiree life insurance.

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AT&T Pension 2021 Composite Corporate Bond Rate

Dec 16, 2020 11:11:48 AM

Good news: Lump-sum AT&T pension payouts INCREASE in 2021.

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