Street Address:
1300 Enterprise Drive
De Pere, Wisconsin 54115-2795
Mail Address: 
P.O. Box 60
De Pere, Wisconsin 54115-2795

Phone: 800.236.7400
Fax: 920.337.9978
Customer Service:

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Please complete this form to receive the latest CoPilot blog updates via e-mail. Each week we post news and information about the 401(k) industry to assist plan sponsors, participants and Financial Advisors in managing retirement plans.

Supercharging Social Security

As your clients approach retirement age, they need your help more than ever! There are over 2,500 rules for the Social Security system and as many as 81 different potential strategies. The right Social Security strategy depends on a number of factors, such as age at retirement, financial needs and life expectancies.

Most people don’t fully understand all of their options and rely on you to simplify the conversation. While claiming early benefits may seem like a great idea at age 62, it could also be costly. Let’s use “Josh” as an example. If Josh’s monthly benefit is $1,500 at age 62, and he chooses to delay benefits until the full retirement age of 66, his benefit will jump to $2,000 a month – that’s a 25% increase!

And if Josh delays benefits until age 70, he could Supercharge his Social Security – by up to 32%! Go here for a tool that you can use to help simplify this sometimes complicated conversation.