FAQ Guide – Coordinating Your TI Benefits
April 17, 2026
Who is this information for?
This information is intended for TI employees and retirees who are evaluating pension decisions, 401(k) planning through Fidelity, and stock plan planning through UBS, especially as they approach retirement.
Why does coordinating benefits matter?
Benefit decisions often affect more than one area of a financial plan. Reviewing them together helps clarify tradeoffs and sequencing before elections are made.
Is coordinating benefits only important close to retirement?
It becomes more urgent near retirement, but earlier planning can create more options and reduce rushed decisions.
How do retiree medical deadlines fit in?
Retiree medical has eligibility rules and enrollment windows. Missing them can limit future options.
What role does the 401(k) play?
401(k) decisions influence long-term income, tax planning, and asset allocation.
Do I need all my documents ready to start?
No. A first conversation can start with the basics. Documents help, but they are not required to begin.
What does a planning conversation focus on?Understanding your timelines, decision points, and how benefits interact, then identifying where coordination matters most.
Getting Started
An introductory conversation is designed to help you:
An introductory conversation is designed to help you:
- Understand how your benefits may interact
- Identify key timing considerations
- Clarify questions before decisions are made
- Gain perspective on next steps, without pressure or obligation
These conversations are educational in nature and focused on providing context, not recommendations or commitments.
Schedule a conversation to explore how your TI benefits align with your goals and priorities.
Click here to schedule a conversation.
TMG and Texas Instruments are not affiliated, nor is TMG representing that Texas Instruments has contracted, nor endorsed TMG to provide advisory services exclusively to current and former Texas Instruments employees. This is not an endorsement of TMG’s services by any current or former Texas Instruments employee.
Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
Who is this information for?
This information is intended for TI employees and retirees who are evaluating pension decisions, 401(k) planning through Fidelity, and stock plan planning through UBS, especially as they approach retirement.
Why does coordinating benefits matter?
Benefit decisions often affect more than one area of a financial plan. Reviewing them together helps clarify tradeoffs and sequencing before elections are made.
Is coordinating benefits only important close to retirement?
It becomes more urgent near retirement, but earlier planning can create more options and reduce rushed decisions.
How do retiree medical deadlines fit in?
Retiree medical has eligibility rules and enrollment windows. Missing them can limit future options.
What role does the 401(k) play?
401(k) decisions influence long-term income, tax planning, and asset allocation.
Do I need all my documents ready to start?
No. A first conversation can start with the basics. Documents help, but they are not required to begin.
What does a planning conversation focus on?Understanding your timelines, decision points, and how benefits interact, then identifying where coordination matters most.
Getting Started
An introductory conversation is designed to help you:
An introductory conversation is designed to help you:
- Understand how your benefits may interact
- Identify key timing considerations
- Clarify questions before decisions are made
- Gain perspective on next steps, without pressure or obligation
These conversations are educational in nature and focused on providing context, not recommendations or commitments.
Schedule a conversation to explore how your TI benefits align with your goals and priorities.
Click here to schedule a conversation.
TMG and Texas Instruments are not affiliated, nor is TMG representing that Texas Instruments has contracted, nor endorsed TMG to provide advisory services exclusively to current and former Texas Instruments employees. This is not an endorsement of TMG’s services by any current or former Texas Instruments employee.
Need more help?
Contact The Mather Group, your advisor, health insurance professional, or your state’s health insurance assistance program (SHIP) for additional information. SHIP is a national program that offers one-on-one Medicare counseling and assistance to individuals and their families.
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