Employment Transition Resources

ICMA-RC helps public sector employees build retirement security. But life events, such as a job loss or unexpected early retirement, can disrupt this goal; these are often highly emotional and sensitive occurrences, both for employees and employers.

We recognize the increasing pressures on the public sector to deal with budget challenges and have prepared the following resources to help. For more information, please contact your ICMA-RC representative or call (800) 669-7400 (participants) or (800) 326-7272 (plan sponsors).

To do listEmployment Transition

What financial steps should employees take when facing a job loss or unexpected early retirement?

Employment Transition: An Action Plan

  • A summary of key takeaways when facing unemployment concerns. Considerations include unemployment insurance, health care, and managing and protecting your financial assets. Includes a listing of website resources.

Puzzle pieceRetirement Plan Rollovers and Withdrawals

The decisions employees make with their retirement plans at transition points in their careers may have a substantial impact on how much money is available to them upon retirement.

The Rollover Decision

  • A brief, objective overview of the options participants have for their retirement plans when leaving an employer, including understanding the impact of taking early withdrawals.

Maintaining the ICMA-RC Advantage

  • The advantages of maintaining ⁠— or even consolidating — accounts with ICMA-RC are outlined.

Roll Over Your Money to Your ICMA-RC Account Today

  • ICMA-RC's paperless rollover process allows you to easily consolidate your savings and further enjoy your ICMA-RC plan benefits.

Financial Planning Assistance

You are eligible to receive objective financial plans at no cost to you as you reach a certain savings level. Schedule an appointment with your ICMA-RC Retirement Plans Specialist to learn more.

Track Your Income, Expenses, and Assets

Calculator and penFollowing a budget and assessing your cash flow and assets become even more important during life events such as a job loss. Various calculators and worksheets are available online (the U.S. government has several on the mymoney.gov site). Or, if you prefer, print and complete the following ICMA-RC handouts.

Cash Flow Statement

Net Worth Statement

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