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Financial Planning

Explore ways to set aside money for retirement and defer taxes with benefit programs.  

Retirement

Begin Planning Now!

Pacific's retirement program helps faculty and staff build financial security through a generous plan and employee funded tax-deferred savings opportunities along with educational and planning resources to help you understand and make wise choices.

Flexible Spending Benefits (Group # 475)

A Flexible Spending Account (FSA) is an effective way to save when paying for certain health care, dependent day care and transportation expenses. You decide how much you want to set aside to pay for eligible expenses incurred during the plan year and make a separate election for each account. The plan year runs from January 1st through December 31st.

Financial Information, Resources and Tools

Your EAP program, through Lincoln Financial, includes information and tools to address your financial needs, including:

    • Debt Management
    • Bankruptcy
    • Retirement
    • Will Preparation
    • Credit card or loan problems
    • Saving for college
    • Tax questions
    • Estate Planning  

Free Online Will Preparation (brochure)

Lincoln Financial Insurance offers online will preparation to complement your life insurance coverage. It's a secure and convenient way to create a legally binding, state-specific will and other personal legal documents online.

To access this online will preparation, go to workhealthlife.com/mlassist. Please follow the instructions on the brochure above. Contact the Morneau Shepell helpline at 877-695-2789 with any questions.

Plan Ahead to Make a Difference

The Office of Estate and Gift Planning has resources and guides to help you plan for your future and plan to help others. Contact them for more information.