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SPEEA Pension & Retirement Seminars

Learn more about your contract benefits related to retirement at a SPEEA retirement seminar presented by SPEEA Senior Director of Compensation and Retirement Matt Kempf.

The seminars are hosted by Ed Wells Partnership at the SPEEA Halls in Tukwila and Everett.

Registration is handled by The Ed Wells Partnership. To sign up for one of the dates listed below, visit the Ed Wells website from within the Boeing firewall at https://edwells.web.boeing.com. (key word search: SPEEA)

Topics include:
Matt Kempf, CFP®

Lunchtime presentations

SPEEA Council Reps can host an abbreviated version of the retirement seminar for members at their worksite.

To schedule a lunchtime presentation, email Michelle Stanley at michelles@speea.org.


SPEEA Tukwila - 5 to 7 p.m. SPEEA Everett - 4:30 to 6:30 p.m.

2019

  • Jan. 8 [FULL]
  • Feb. 5
  • March 5
  • April 2
  • May 7
  • June 4
  • July 9
  • Aug. 6
  • Sept. 3
  • Oct. 1
  • Nov. 5
  • Dec. 3

 

2019

  • Jan. 9 [FULL]
  • Feb. 6
  • March 6
  • April 3
  • May 8
  • June 5
  • July 10
  • Aug. 7
  • Sept. 4
  • Oct. 2
  • Nov. 6
  • Dec. 4

 

Webinar: 2019 Retirement Changes and SSP


Nearing retirement? Increasing segment rates reduce lump sum benefits

If you’re thinking of retiring, SPEEA wants you to be aware that the Boeing Company Employee Retirement Plan (BCERP) lump sum benefits will likely be reducing in 2019.

On September 26, the Federal Open Market Committee increased their benchmark interest rate for the eighth time since 2015. The committee is projecting one more increase for 2018 and three additional increases in 2019.

While these increase rates do not directly translate in higher IRC 417(e) segment rates, they do indicate that it is still likely that the segment rates will continue to increase in 2018 and 2019. These changes will decrease the BCERP lump sum benefit.

If you are nearing retirement and/or interested in learning how the lump sum commencement option is calculated and may change in the future, click the link below to watch the webinar presentation by SPEEA Senior Director of Compensation and Retirement Matt Kempf.


https://register.gotowebinar.com/recording/7924839302996762371

Downloads available

Article: The impact of increasing segment rates on the BCERP lump sum benefits

Presentation: Impact of increasing segment rates on BCERP lump sum benefits

How to get a single scenario pension estimate

Lump Sum 417e Annual Example