Retire Teamsters | Core Plan

Core Plan

A strong financial foundation for today and the future.

Ideal for Teamsters who are early or mid-career and looking to establish a strong financial foundation.

What the Core Plan includes:

A written financial plan for the member, their spouse, and family
A midyear check in
Annual review meeting
Union benefit and pension guidance
Budgeting support
Debt reduction strategies
Savings and retirement planning
Retirement account rebalancing advice
Social Security strategies and claiming advice
Pre-retirement income planning scenarios, estimating current and future income

Pricing: The cost is $1,800 per year, with a $975 initial payment and then monthly payments of $75. After the first year, the renewal is $150 per month.

For clients who choose Halliday Financial for investment management, the financial planning fee is waived when annual investment management fees exceed $1,800.

If annual investment management fees are less than $1,800, the financial planning fee will be adjusted so that the combined annual cost of financial planning and investment management equals $1,800.

RetireTeamsters.com and Halliday Financial are independent organizations and are not affiliated with, endorsed by, sponsored by, or authorized by the International Brotherhood of Teamsters ("IBT"), any Teamsters Local Union, Joint Council, or any other Teamsters-affiliated organization.

The use of the terms "Teamsters," "IBT," and any related references on this website is solely for descriptive purposes to identify the community of current and retired Teamster members we serve. All trademarks, service marks, logos, and trade names are the property of their respective owners and are used only for identification purposes.

The information provided on this website is for educational and informational purposes only. Nothing contained on this website should be construed as an endorsement, sponsorship, approval, or recommendation by the International Brotherhood of Teamsters or any affiliated organization.

Any discussion of Teamster pension plans, retirement benefits, health benefits, or other programs is intended to provide general information only and should not be considered official guidance or a substitute for the governing plan documents. Individuals should consult their Local Union, plan administrator, Summary Plan Description (SPD), and official plan documents regarding their specific benefits and eligibility.