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!
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.
Retirement income
tax planning
stock option planning
investment services
Healthcare & MedicarE
Specific resources & advice for those from Merck.
Merck Pension Calculator
Pension CalculatorAs 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.
Merck 401(k) and Insurance Benefits
Fidelity NetBenefitsReviewing 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?
Merck Restricted Stock Plan
MS Stock Plan ConnectWhen do they vest? When should you sell? How will separation or retirement planning impact your shares? Create a plan for your RSU's.
Social Security Estimates
Social Security EstimatorUnderstand your Social Security benefit and how to maximize what you receive. (Login for more accurate benefit information)