planning for retirement
Whether retirement is years away or right around the corner, Trilogy provides tools and resources to help you plan with confidence.
401(k) Plan
Save for retirement through convenient payroll deductions and choose the option that works best for your financial goals:
- Traditional 401(k): Pre-tax contributions reduce your taxable income today.
- Roth 401(k): After-tax contributions allow for tax-free withdrawals in retirement.
- Company Match: Eligible immediately, with company contributions vesting over five years.
Take Action
Review your 401(k) options and enrollment details
Make or update your elections
Call Bank of America: 800-228-4015
Healthcare expenses can be one of the largest retirement costs. A Health Savings Account (HSA) allows you to save tax-free money for qualified healthcare expenses now and in retirement.
Take Action
Learn about HSAs and savings accounts
Trilogy partners with Transitions Benefit Group to provide free retirement planning support for employees and their families.
Services include:
- Medicare Coordination – Enrollment timing and plan selection support
- Social Security Planning – Guidance on when and how to claim benefits
- Life Stage Planning – Financial planning resources for major life transitions
- COBRA Support – Assistance understanding continuation coverage options
Who Can Use This Service?
Employees, spouses, dependents, and loved ones.
Take Action
Schedule a free consultation
Call 800-936-1405
Visit Transitions Benefit Group
Helpful Retirement Tips
If you’re 50 or older, you may be eligible for additional 401(k) catch-up contributions.
Before retiring, be sure to redeem any earned STARS or Lifestyle Spending Account rewards.
Need Help Planning Your Next Steps?
Whether you’re building savings, preparing for Medicare, or getting close to retirement, Trilogy’s benefits and retirement resources can help you make informed decisions every step of the way.
Start today by exploring your 401(k), HSA, or scheduling a free consultation with Transitions Benefit Group.