RETIREMENT PLANNING

• Document Type: FOIA
• Keywords: PERSONNEL FILES
• Keywords: COLLINS CHARLES
• Collection: FOIA Collection
• Document Number (FOIA) /ESDN (CREST): 0001426181
• Release Decision: RIPPUB
• Original Classification: U
• Document Page Count: 2
• Document Creation Date: June 22, 2015
• Document Release Date: March 20, 2008
• Case Number: F-2007-01041
• Publication Date: December 28, 1970

ADMINISTRATIVE - INTERNAIXgS ONLY
(b) (3)
(b) (6)
28 December 1970
MEMORANDUM FOR: Charles P. Collins
THROUGH Head of Career Service
SUBJECT : Retirement Planning
1. In order to assist employees in planning for their eventual retire-
ment, it is the practice of the Agency to notify each employee at a point in
service five years prior to the date of scheduled retirement. I am, therefore,
taking this opportunity to advise you that you are scheduled to retire in
December 1976.
2. The prospect of retirement from the Agency deserves serious thought
and careful planning so that you may make the transition to the next phase of
life with purpose and confidence. To assist you in this regard, the Agency
will make available to you various resources which are attuned to the needs
of prospective retirees. In October 1971, the Agency will conduct a Retire-
ment Information Seminar to which you will be invited. Your spouse, if you
are married, may accompany you to this seminar. Following the seminar, you
will be invited by the Retirement Counselor for your Directorate to an
individual pre-retirement counseling session (or more than one, if you wish);
this phase of retirement planning will be tailored solely to your own par-
ticular situation and circumstances and will be within the context of the
retirement system under which you will retire. The individual counseling
sessions are intended to give you a wide range of information on such matters
as estimates of your annuity, survivor benefits, life and health insurance,
Social Security, taxes, relocation and movement of household effects and
assistance in obtaining other employment, if appropriate. In addition to the
sessions with your Retirement Counselor, you will be invited to avail yourself
of selected literature on all aspects of retirement.
3. Some persons who wish to retire voluntarily prior to the scheduled
date, or who wish to commence their planning as early as possible, prefer to
work with their Retirement Counselor well before the time he would normally
contact them. If you believe you would benefit from such an earlier start
on your personal planning, you are invited to contact the Retirement Counselor
nt Affairs Division,
i
reme
responsible for your Directorate at the Ret
I iBuilding in F------] on telephone extension =.
4. Experience has amply demonstrated that careful planning facilitates
the transition to retirement. I recommend, strongly, that you avail yourself
of the services the Agency offers you in planning your own retirement.
APPROVED FOR RELEASE
DATE: DEC 2007
iwMINISTRATIVE - INTERNAL ONLY
 ADMINISTRATIVE - INTERNA Iw. E ONLY
5. It is requested that you indicate receipt of this memorandum by
signing below. The original of this memorandum should be returned to
m
Retirement Affairs Division, Roo
Building, as soon as possible.
Robert Wattles
Director of Personnel
Memorandum Received:
d
Date
AINISTRATIVE - INTERNQSE ONLY