BASF Employees

For over 15 years, The Atkinson Daley Group has built ongoing relationships with pre-retirees and retirees in the oil and gas industry. We developed and refined a process to help transition individuals from work to retirement.

Our process benefits pre-retirees and retirees in the decisions they have to make. A short list of some common decisions are: a monthly pension or lump sum into IRA; a single life annuity, 50% or 100% pension; rollover the 401-k or leave it at employer; social security early or defer; deferred compensation over 5, 10 or 15 years; payoff loan on 401-k or default; severance pay options and life insurance options. Each client has their own investment objectives and we help them make decisions specifically designed to help them achieve those objectives. Our experience transitioning clients to retirement and our knowledge of the local corporate retirement plans eliminates the guesswork and makes sure there are no surprises.

*Baird is not endorsed by or affiliated with Shell, BP, BASF or Marathon.

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