SD Capital | Process Technologies Retirement Planning

Planning to Retire from
Process Technologies?

Whether you’ve spent five or 30 years at Process Technologies, deciding when and how to retire deserves clear, straightforward guidance. SD Capital has gotten to know the ins and outs of the Process Technologies retirement and benefits package, so you don’t have to sort through it alone. We’re here to walk through your questions on health insurance costs, Medicare coverage, pension distributions, and 401(k) guidance.

Grandparents enjoying a family meal, symbolizing legacy and financial security

Our team can help you identify your retirement goals and the steps it’ll take to get there. We’ve worked closely with employees across Process Technologies and specialize in investment advice tied to the company’s retirement and benefits package.
We offer free retirement forecasting, in-service distribution guidance, and advice on how much to keep putting toward your 401(k) as you approach retirement.

Frank Dobnikar is a Smartvestor Pro.Frank Dobnikar is a Smartvestor Pro.

SD Capital has been right there helping employees look at their entire picture and examining how best to maximize all the benefits offered by Mercy.

Items to consider when examining your retirement from Process Technologies:

401(k) Distribution Options

Rolling over, staying put, or taking a distribution.

In-Service Distribution at 59½

Moving part of your 401(k) now, even before you retire.

Healthcare Coverage

Knowing your options before and after retirement.

Income Needs Analysis

Determining what a comfortable retirement looks like for you.

Tax Planning in Retirement

Analysis of what your tax rates will look like based on income sources.