Questions About Your Pension

If you’re one of the fortunate few who have a pension available to you, and if you have the choice of taking lifetime payments or taking a lump sum payout, there are some incredibly important questions to consider before you decide!

Here are just a handful of the things that we'll discuss:

  • Are you eligible and vested?
  • Does your pension offer survivor benefits?
  • Can your employer meet its long-term commitments?


Your Retirement Income Planning Checklist Thumbnail (booklet version)

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