Intermountain Health Caregivers

Let’s navigate your changing retirement benefits together

If you’re nearing retirement, you may be wondering how the sunsetting of Intermountain Health’s pension plan will impact your plans. We have good news: Now that you’re fully in control of your retirement assets, you may be in a better position than you thought!

Peterson Wealth Advisors have significant expertise with Intermountain Health and the retirement benefits they offer. If you’ve saved $1 million or more for retirement – whether that’s in your 401(k), your defined benefit pension plan, or outside investments – we can create a retirement income plan that provides you with a monthly paycheck for the rest of your life.

Peterson Wealth Advisors has a deep understanding of:

Intermountain Health’s 401(k) plan

Changes coming to your pension plan

Maximizing your executive compensation

Your retirement health care benefits

Minimizing taxes of all your income sources

Intermountain Healthcare Retirement Income Calculator

Let's navigate your changing Intermountain Healthcare pension plan together.

In just minutes, you can use this calculator to view projected savings and get a simple income estimate that factors in other sources of income you expect in retirement.

Use the Calculator

Intermountain Health Retirement Education

When Should You Take Action on Your Pension? – Timing Your Intermountain Health Decision

Carson Johnson, CFP®, CRPC™, NSSA™

Lump Sum or Monthly Pension? – A Deeper Look at Your Intermountain Health Decision

Carson Johnson, CFP®, CRPC™, NSSA™

Why Now Is the Right Time for Intermountain Health Caregivers to Talk to a Financial Planner

Jeffrey Lindsay, CFP®, CRPC

For years, Intermountain Health has offered a defined benefit pension plan – a rarity in today’s world. Now, the company is sunsetting this plan. As you’re nearing retirement, you need a clear understanding of how the dollars in your pension will be distributed to you, and how these changes could affect your plans. We've pulled together everything you need to know about your company's retirement plans in these resources.

Let’s talk about what your retirement from Intermountain Health looks like.

Schedule time for a complimentary Retirement Income Strategy sessions with one of our financial advisors who specializes in Intermountain Health employees.

Book Now