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Financial Planning for Vermont Educational Professionals 

We specialize in financial planning for all education professionals, including primary, secondary, and higher education. As an employee of a college or university, you are provided with specific retirement benefits unique to each institution. Each institution has benefits packages available, each with unique stipulations and eligibility requirements. We have in-depth knowledge of the retirement benefit programs offered by each institution and the investments within those offerings. Our job is to educate and empower you to invest your retirement savings in ways most beneficial to you and that is why we are here to guide you as you make these critical choices. There are many decisions to make and your retirement goals can change over time as you progress in your career. We will ensure that you are able to make informed decisions regarding your retirement planning. We work with clients who are employees of various Vermont educational institutions, below are some examples of those schools.

<em><span style="font-weight: 400;" data-mce-style="font-weight: 400;">The University of Vermont</span></em>

The University of Vermont

The University of Vermont now offers a Voluntary Early Retirement Incentive Program to eligible employees who choose to retire by March 31, 2021. Eligible employees must apply for this program. More information is readily available about eligibility requirements and necessary next steps to take advantage of this special program. Faculty and staff looking to retire must take preparations to ensure a smooth transition process. The basic steps you must take are notify your supervisor, make an appointment with an Employee Advisor, contact your retirement savings account vendor(s), and change your e-mail settings. Whether preparing for retirement now, in the near future, or later in life, we help faculty and staff of The University of Vermont to retire confidently.

<span style="font-weight: 400;"><i>Champlain College</i></span>

Champlain College

Retirement 403b - Champlain College offers employees of the college who are scheduled to work twenty or more hours per week to defer into a tax-deferred investment plan. Employees can elect or modify individual contributions via Oracle HCM. There are a number of other benefits you receive as an employee of the college. We are here to work with you and your unique situation, specializing in retirement for educators, and knowledge of the Vermont retirement system for educators.

<em><span style="font-weight: 400;" data-mce-style="font-weight: 400;">St. Michael's College</span></em>

St. Michael's College

Saint Michael’s College has an expansive employee benefits package. Included in this package is a 401(k) plan, a company-sponsored retirement account that employees can contribute to. The 401(k) is offered to all part-time and full-time employees. The Retirement Plan for Employees of Saint Michael’s College (401(k) Plan) is a defined contribution plan. This benefit is available immediately upon employment. Employees become eligible to receive a college contribution to the 401(k) plan after completion of one year or 1,000 hours of service as defined by the plan document. At Antoine Williams & Associates Wealth Management, LLC, we specialize in retirement. We will work with you and your unique situation to maximize your benefits offered by the college and create a working plan for your retirement.

<em><span style="font-weight: 400;" data-mce-style="font-weight: 400;">Middlebury College</span></em>

Middlebury College

The Middlebury College retirement program includes 401(a), 403(b), and 457(b) plans. These plans are designed to offer various advantages to eligible employees. The college does make a generous employer contribution. Antoine Williams & Associates Wealth Management, LLC helps you learn the ins and outs of your employer sponsored plans and will help you make the most out of the benefits you have available to you.

We Can Help

Whether you are in primary, secondary, or higher education, a professor, teacher, administration, or support staff, your financial situation is as individual as you are. As an education professional, your financial circumstances are unique to you. At Antoine Williams & Associates Wealth Management, LLC, we specialize in working with education employees to create a financial plan that will work with you as you move through your career ensuring that you are on track for your retirement. Whether you are nearing retirement age, considering early retirement, or planning ahead, we can help you now and every step of the way. It is important to us that we empower and educate our clients so they can feel confident about making informed decisions regarding their finances.

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