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Merck Employees: Need Retirement Funds Now? Gain Access Penalty-Free!

Fecha

el Martes, 24 de Febrero 2026

Hora

10:00 America/Los Angeles

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Agenda del evento

About this event

Merck employees may have options for accessing retirement plan funds earlier than expected under specific circumstances. This webinar will explain situations where distributions may be available without the typical early withdrawal penalty and outline how company plans and IRS rules can apply. We’ll review eligibility requirements and common scenarios employees encounter when considering short-term cash needs.

The session will also cover how early distributions can affect long-term planning, taxes, and future income. Attendees will gain a clearer understanding of what to review before taking action and how to approach these decisions thoughtfully when timing matters.

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 Merck. 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.