As one of the primary educational benefits of being a plan participant, the RPB provides its participants and their spouses/partners with free access to Ceridian LifeWorks and Ceridian LifeWorks Online. These services provide educational tools to help participants with their financial planning needs.
Ceridian LifeWorks Telephone Consultations: This service provides participants with unlimited telephone access to professional financial consultants. While these consultants are not a substitute for a personal financial advisor and cannot directly advise you, they can help you to increase your knowledge on a wide range of financial issues that will assist you with making decisions on subjects such as asset allocation, retirement planning, budgeting and home financing. Please contact the RPB office for Ceridian’s toll-free number, as this service is exclusive to RPB participants.
Ceridian LifeWorks Online: As an RPB plan participant, you can visit LifeWorks Online to access extensive financial tools and resources. This website features numerous financial calculators, retirement planners and worksheets, as well as downloadable audio and video recordings. Please contact the RPB office for the User ID and password for LifeWorks Online, as this service is exclusive to RPB participants.
Log on to LifeWorks Online now.
The RPB is pleased to provide you with access to Vanguard’s user-friendly and extensive financial planning tools and resources, including numerous retirement calculators, worksheets, articles, and videos. As an institutional investor with Vanguard, the RPB is able to link you directly to Vanguard’s resources – there is no login required.
Click here to access Vanguard’s financial planning resources:
Social Security Website: https://www.socialsecurity.gov/
Social Security Publications:
- Understanding the Benefits 2015: https://www.socialsecurity.gov/pubs/EN-05-10024.pdf
- How to Create an Online Account: https://www.socialsecurity.gov/pubs/EN-05-10540.pdf