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  • Specialized Knowledge, Better Results

For many Xerox employees, their most valuable asset may not be their home - it is likely their retirement benefits. Maximizing the Xerox 401(k) and RIGP pension requires specialized expertise and experience navigating these plans.

With over 50+ years of combined service to Xerox employees, we have witnessed an evolution of retirement benefits that has often brought complication to an already difficult task – retirement planning. That is why we developed our:

Xerox Retirement Services


Xerox Retirement Readiness Workshops

Actionable information for Xerox Employees to improve retirement readiness

Click here for details on our next session


Xerox Retirement Service Team

Advisors providing dedicated service to current & former Xerox employees

Click here to meet our Xerox focused Team


RIGP Analyzer

Apples-to-apples comparison of the various RIGP claiming strategies

Obtain an objective analysis of your benefit


Listen to our Financial Clarity Advantage Podcast episode for 3 things all Xerox employees should be doing today.