Employees who have contributed to other pensions before being employed with your organization?
·A pension from another period of employment?
·Family members / friends looking to consolidate or access pension funds?
·Employees who want to transition to retirement?
We have dedicated specialists who will ensure a smooth transition from your Pension Plan to retirement. For status employees, we can ensure that funds earned on-reserve maintain their tax free status.
Advantages of Pension Consolidation
Reduce risk of losing track of Pension Assets
Confirm Tax-Exemption
Ensure accuracy of Account Information – Beneficiary
Investment Review and Implement necessary adjustments
Ease of Tracking Investments
Ability to provide timely Pension Projections
Certain Guarantees offered under Individual Plans – Maturity and Death Benefit Guarantees
Continued Creditor Protection with Individual Plan
Contact Joel Gagnon, our retirement specialist for all your options.