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Big Decision for AT&T Employees: Is the Lump Sum or Annuity Better in 2026?

Date

mercredi, 25 février 2026

Heure

10:00 America/Los Angeles

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About this event

AT&T employees approaching retirement are often faced with a major pension choice: taking a lump sum or selecting monthly annuity payments. This webinar walks through how each option works, how payouts are calculated, and what changes in interest rates and plan assumptions may mean for 2026 elections.

We’ll also discuss how personal factors like longevity expectations, other income sources, and spending needs play a role in this decision. Attendees will leave with a stronger framework for comparing these options and identifying which questions matter most before making an election.

Advisory services through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is not affiliated with or endorsed by AT&T. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time, and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

The Retirement Group
5414 Oberlin Drive
San Diego, CA 92121
(800) 900-5867


Patrick Ray

Patrick is a SVP, Financial Advisor at Wealth Enhancement. He has been working with Fortune 500 clients for many years and is very familiar with your benefits. His goal is to help corporate employees successfully transition from their company into a happy retirement.

Fun Fact: Patrick served in the US Navy on the USS Forrestal and was part of Desert Storm and Provide Comfort from 1990-1994.