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Plaza Financial Advisors, Inc. has been hired to assist AMEREN employees with making responsible, informed financial decisions relating to early retirement or separation from service. If you reached this page by mistake, please click here or hit the back button.
Early Retirement or separation from service can be financially worrisome. You are facing many difficult financial decisions that can affect your present and future financial position. The stakes are high and the options can be confusing.
Our team of experienced, professional advisors is ready to help you with decisions pertaining to:
- Retirement Plan (Cash Balance Account) Distributions
- Savings Investment Plan (401k) Distributions
- Savings Investment Plan (401k) Asset Allocation Recommendations
- IRA Rollovers
- Tax Implications
- Stock Options
- Non-Qualified Deferred Compensation Plan Distributions
- Long Term Care and Life Insurance
- And other financial planning issues
Getting started is easy.
To complete and return the questionnaire, click here
CONFIDENTIAL AMEREN EMPLOYEE QUESTIONNAIRE.
Upon receipt of your completed questionnaire, we will appoint a personal financial advisor to help you.
All information provided to Plaza Financial Advisors, Inc. will be held strictly confidential. Information will not be disclosed to outside parties, including current or former employers.
For questions and assistance with the completion of this questionnaire, please contact us at (314) 726-0600 or (800) 817-4806 between the hours of 9:00 a.m. – 5:00 p.m. CST.
Indicate that you are calling regarding AMEREN QUESTIONNAIRE ASSISTANCE.
You will promptly be directed to an AMEREN EMPLOYEE QUESTIONNAIRE Specialist. |