Checklist: Within 5 years of retirement 401(a)

Purpose

Within five years from your actual retirement date you need to do two important things in preparation for the big day. The first is to seriously consider the cost of your retirement. The second is to assess your retirement savings. Use this checklist to determine where you currently stand and what needs to be done to successfully complete the process leading up to your actual retirement day.

Learn more about the retirement process for CU 401(a) Retirement Plan participants. 

Last updated: 10/2020