Tips for Rolling Over Funds to Pension Fund
Rolling your retirement funds into a Pension Fund account will help ensure your money is there when you need it.
ROLLOVER ADVANTAGES:
- Client Relations Team Member assigned to your accounts
- Fees never deducted from your account balance
- Spouse eligibility for IRAs and savings products
- Competitive base rates
- Eligibility for Good Experience Credits
GOOD FOR SOMEONE WHO:
- Wants to consolidate accounts with a trusted provider
- Has a low tolerance for market volatility
- Is nearing their retirement date
- Wants to take advantage of additional interest earned through Good Experience Credits
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