WHEN?

The Implementation step typically takes 1-2 weeks for all paperwork to be drafted.

WHAT’S INVOLVED?

Once you have agreed to a plan, we immediately begin the process to implement it.

WHAT IS BARR ASSOCIATES DOING?

We will handle any and all paperwork to establish the plan and prepare you for retirement. We will help you complete your retirement application so you are 100% prepared for your PSERS Exit Meeting. Then, depending on your needs and what investments, insurance and services you have decided on, we will implement these strategies. This may require additional communication with our staff members.

WHAT IS NEEDED FROM ME?

We ask that you please sign and return any required paperwork and reply to any communication from our staff members.

WHAT’S NEXT?

Once the plan is implemented, we will proceed to the Monitor step of the process.