Whirlpool products help families thrive across the globe. At True Blue, we want to support you on your retirement journey as a Whirlpool employee—and help your family thrive in return.
Financial Services for Whirlpool Employees
Employer retirement plans have a lot of ins and outs. Let us use our experience with Whirlpool retirement plans to help you create a clear path forward.
We examine every piece of your Whirlpool retirement plan, including your investments through Vanguard.
We help you set realistic goals for retirement and beyond using the pensions and 401(k)s made available to you.
We create a plan customized to you and your goals and dreams, built from your many years as a faithful Whirlpool employee.
We’ve worked with hundreds of Whirlpool employees and have a full understanding of their unique retirement situations.
We focus a lot of time and attention on each of our clients—you’re more than a number to us. You’re part of our community.
We strive to make the complex simple. When you have questions or confusion about your retirement plan, we’ll have answers.
You'll find a True Blue office in Stevensville and Benton Harbor, just around the corner from the Benton Harbor Whirlpool offices.
You’ll find a True Blue office in Stevensville and Benton Harbor, just around the corner from the Whirlpool corporate offices. Whether you are still employed, are facing transition, or have already retired, we’re happy to meet with you and discuss your Whirlpool retirement plan.
Yes! We’ve worked with many Whirlpool employees over our decades of service in Southwest Michigan. We can recommend strategies to help maximize your corporate benefits, review your contributions to your Vanguard 401(k) plan, help navigate the Restricted Stock Units (RSU) plan, help minimize taxes on highly appreciated company stock, and show you how your plan options can work with your overall financial goals.
This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.
Yes! Our team of professionals can help you optimize your equity compensation, manage your risk, and understand your tax obligations. We can help you make informed decisions and guide you on when to buy, sell, or hold.
Your 401(k) is only one piece of your overall financial plan. We can help you develop a personalized comprehensive financial plan that considers all aspects of your financial life - including other investment accounts, early retirement risk, future insurance needs, and long term budgeting.
Yes, contributions to your Vanguard accounts through Whirlpool are taxed as regular income when you withdraw. Our team can help you potentially roll over your 401(k) through Vanguard into another account.
Yes, some corporate Whirlpool retirement plans include a corporate pension.
Our office in Benton Harbor is open to serve you. Schedule an in-person appointment with us today.
667 W Main St Suite A
Benton Harbor, MI 49022
Hours:
Monday-Friday 8:30 a.m. — 5 p.m.