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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