Welcome to Max Pension Plan

1-800-562-8019

Questions? Contact us!

Phone: 800-562-8019, 704-924-7400
Fax: 704-924-9387
Email: jthartline@gmail.com

Employees who are part of a Defined Benefit Retirement System have to make a decision at retirement about their pension option payout. This will be one of the most significant financial decisions you will ever have to make. Unfortunately, too many make a uninformed decision that can cost them and their beneficiaries thousands of dollars.

The Option Everyone Chooses…and overpays for:

The Retirement System (NC State Retirement System, for example) offers six pension payout options: the 2 most popular are the Maximum Payout and the 100% Joint & Survivor Payout: