• Choose a retirement date.
• Provide a signed, written notice of your retirement to your Manager.
  • Ensure you review the paid time off policy that is applicable to your role for any minimum notice requirements for your position.
  • Your Manager will communicate with Human Resources about your retirement.

Contact your local Human Resources team to assist you in this process.

RWJBH Retirement Plans

• Discuss your options with a Fidelity advisor to determine what retirement benefits you will receive from a Defined Contribution Plan (401k, 403b, if participating.) You do not have to immediately withdraw your balance when you retire.
• Review and update (if needed) your retirement plan beneficiaries by
  logging onto www.netbenefits.com/RWJBarnabashealth
• If you have a legacy frozen Defined Benefit Plan (pension or cash balance,) contact Willis Towers Watson. You can receive an election kit at any time, but you also need an election kit closer to your retirement date.
• You may wish to contact a financial professional to help you evaluate your retirement income plan.

To schedule an appointment with Fidelity, call 800.642.7131 or go online at
www.netbenefits.com/RWJBarnabashealth 

Contact Willis Towers Watson at 855.814.4475, or online at https://rwjbarnabas.ehr.com.

Social Security

Contact Social Security to estimate your future Social Security benefits.
Visit SSA.gov or call the Social Security Administration at 800-772-1213.

• SmartConnect is a service available to you and your family members to help you explore what Medicare has to offer, including additional benefits and potential savings at no cost to you. SmartConnect can help you compare the costs of your current health care coverage to a variety of Medicare plans and help you transition to Medicare if you find the plan that’s right for you.
• If you are getting ready to apply for Medicare coverage, you may need to complete forms about your current coverage. Contact Medicare to learn more. Download the Request for Employment Information Form from the SSA website, CMS L564 | CMS, complete the top portion (and a separate form for your spouse if covered by RWJBH) and upload it into a case on the My Service Portal (MSP) platform.

Contact Medicare or call 800.633.4227.

Contact SmartConnect at 833.919.4284 or schedule a consultation.

• If you are enrolled in the benefits listed below, please contact the vendor(s) below to find out what your options are with these benefits as you retire. If you are unsure of your enrollment, please contact the vendor directly to verify.

Farmington (Voluntary Benefits): 800.621.0067
HEFCU (Credit Union): 800.624.3312

• If you are enrolled in RWJBH provided basic life insurance and/or employee paid voluntary life insurance for you and your family, you will receive a notice of conversion from MetLife, the insurance carrier. If you would like to convert your group policy when you retire, please follow the instructions provided in the notice.