SERVICES FOR INTEL EMPLOYEES

CUSTOMIZED STRATEGIES FOR MAXIMIZING YOUR INTEL EMPLOYEE BENEFITS

EMPLOYEE BENEFITS PLANNING

Leverage your compensation and benefits plan to achieve your financial goals.

With over a decade of experience in working with Intel employees and their benefit plans, we can help you understand your options and map out the right strategy for your financial needs.

  • Seamlessly coordinate your Intel assets (401(k), BrokerageLink®, Retirement Contribution and SERPLUS) with the rest of your balance sheet.
  • Optimally manage your Stock Options, RSUs and ESPP shares held in your eTrade account.
  • Stress-test your financial plan for life changes and market fluctuations so you know where you stand.
  • When the time is right, we’re here to help you transition with confidence from Intel to the next phase of life.

HOW WE CAN HELP

Area of expertise

SERPLUS

For eligible employees, deferred compensation (SERPLUS) can be a powerful tool to reduce taxes and grow your wealth. But it does come with trade-offs. We can help you define the risk, evaluate your options, and make a confident decision.

Intel Minimum Pension Plan

For long-term Intel employees, the minimum pension plan can be an unexpected but complicated benefit. We can help you understand how it works and what and when you may be eligible for this benefit.

Intel ESPP

The Intel ESPP is a valuable way for employees to supercharge their savings. We can help you understand how the program works, how these shares are taxed and how to use the plan to accelerate your financial goals.

RSUs

RSUs at Intel can make up a significant portion of your total compensation. We can help you manage and potentially reduce the taxes associated with this income and put in place a strategy to incorporate these shares into a diversified portfolio.

Disclosures:
Even though many of our clients are current and former Intel employees, Cordant is not affiliated, associated, nor endorsed by Intel.
This information is supplied from sources we believe to be reliable, however,  we cannot guarantee its accuracy. Such information is subject to change without notice. Please refer to your Benefits Handbook for the most up-to-date information.

5 (SIMPLE!) WAYS TO MAXIMIZE YOUR EQUITY COMP

The Ultimate Guide to Tech Comp

Are you a tech employee with various forms of compensation? Our latest guide highlights how you can maximize your compensation from RSUs, ESPPs, Options, and other valuable employee benefits.

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