Merck

For those from Merck.

Grow & Protect

Securing your family's financial future.

Educating and helping our clients understand their Merck benefits is one the very first steps in our planning process. Whether you are Legacy Merck, Legacy Schering Plough or have now transitioned to Organon, maximizing your benefits can help improve the success of your retirement plan. It all starts with where to find the information and familiarizing yourself with the websites below. We look forward to assisting you with your financial planning!

Schedule a complimentary benefits review.
how we work

Our services are focused on you.

At Schorpp Capital Management, we specialize in addressing the specific financial needs of Merck employees and retirees. Whether you're transitioning from a rewarding career or managing benefits like your pension plan and company stock, we provide tailored guidance on maximizing these assets. Our services also include expert advice on healthcare options, like Medicare, and strategies for optimizing your retirement income. We are dedicated to helping you navigate the complexities of your financial landscape with a clear, customized plan, ensuring you can retire with confidence and peace of mind.

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Retirement income
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tax planning
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stock option planning
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investment services
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Healthcare & MedicarE
Get in touch.
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Specific resources & advice for those from Merck.

  • Merck Pension Calculator

    As a Merck employee/retiree, your pension will play an integral part of your retirement plan. Running multiple projections and comparing the Lump Sum vs Annuity are important parts of the planning process.

    Pension Calculator

  • Merck 401(k) and Insurance Benefits

    Reviewing your 401(k) on a quarterly basis may increase your odds of a successful retirement. Do you fully understand your retiree healthcare? Do you have appropriate life insurance coverage?

    Fidelity NetBenefits

  • Merck Restricted Stock Plan

    When do they vest? When should you sell? How will separation or retirement planning impact your shares? Create a plan for your RSU's.

    MS Stock Plan Connect

  • Social Security Estimates

    Understand your Social Security benefit and how to maximize what you receive. (Login for more accurate benefit information) 

    Social Security Estimator
the details are important

Explore how we serve Merck employees & retirees.

  • How do I manage my Merck pension and company stock options as I approach retirement?

    As a Merck employee/retiree, your pension will play an integral part of your retirement plan.

    Running multiple projections and comparing the Lump Sum vs Annuity are important parts of the planning process.

  • What should I consider when planning for healthcare in retirement, including Medicare?

    Our team offers detailed advice on Medicare enrollment, supplemental insurance options, and healthcare budgeting. We help you understand your choices and select the best coverage for your needs, ensuring comprehensive healthcare in retirement.

  • How can Schorpp Capital Management help me transition from an active career at Merck to a secure retirement?

    We craft personalized retirement plans that encompass all aspects of your financial life, including income planning, investment management, and tax-efficient strategies. Our goal is to provide a smooth transition and maintain your financial security.

  • What investment strategies do you recommend for Merck retirees?

    We tailor investment strategies based on your risk tolerance, retirement timeline, and financial goals. Our approach focuses on preserving capital, generating income, and providing growth opportunities aligned with your long-term objectives.

  • How often will I receive updates and reviews of my financial plan?

    We offer regular reviews and updates to your financial plan, ensuring it evolves with your changing circumstances. You'll receive consistent communication and have access to our team whenever you have questions or need adjustments.

  • Can you help with estate planning and legacy considerations?

    Yes, we provide comprehensive estate planning services, helping you create a plan that protects your assets, minimizes taxes, and ensures your wishes are honored. We guide you through the process, from setting up wills and trusts to planning charitable contributions.

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