City of Milwaukee Deferred Compensation Plan

Nearing retirement? Check out these resources.

Retirement Checklist

5 Steps Planning for Retirement

Retirement Calculators

Your Trinity Benefits

Here are some helpful tips before you get started

Applying for Medicare? Send an email to: [email protected] to request Form CMS-L564: Request for Employment Information. Please allow 3 business days for the form to be completed.

Start the Process Two Months Out

Start the retirement process about two months before you want to retire. This will give both you and Trinity Industries enough time to get everything in place for a smooth transition.

Use Direct Deposit

Direct deposit makes receiving any Retirement Plan payments easy and convenient. To set up direct deposit, have your bank or other account information available as you work through the retirement process.

Verify your home mailing address is correct in TrinOne

Prior to your retirement date, don't forget to update your address in TrinOne. To report an address change after retirement, you will need to notify Voya directly.

Designate Your Beneficiaries

Watch this video to learn about the importance in naming a beneficiary for your life insurance and retirement accounts.

Several Trinity benefit plans require a beneficiary designation, it's important to always have a beneficiary on file. To review/update your beneficiaries, login to your account with Voya (401k), the Trinity Benefits Center (life insurance), Optum Financial (HSA), and MetLife (critical illness, accident, & hospital indemnity).

Trinity Benefits Center