Understanding Your Pension - Important Questions to Ask

posted Oct 30, 2014, 9:01 AM by Janelle deRocquigny   [ updated Oct 30, 2014, 9:16 AM ]

When it comes to financial transitions, retirement certainly ranks as one of the bigger ones that most people experience in their lifetime. In advance of retirement, there are some critical questions that you need to start asking in order to thoroughly understand how your pension plan works and to get clarity on the benefits that you will receive. In this video presentation, I will walk you through each of the key questions and provide you with some broader context as to why each question is important. Although this is not an exhaustive list, it certainly covers the main questions that need to be considered to get you started in the right direction. 

 If you’d like a printable version of questions to ask your employer about your pension plan, please click here.

As always, if you have any questions, please do not hesitate to contact our office.