Sun Life Financial - Get Help with Your Pension 1:1 consults
On-campus meetings with Consultants - November 13-15 and 20-22, 2024
There are two types of consultants:
Senior Education Consultants (Andrea Ruttan and Paul Litt) are focused on the needs of Western pension plan members who are greater than seven years from retirement. They can help with making contributions, selecting investments, navigating your account, understanding the big picture – and more!
Retirement Consultants (Elizabeth Nordoff and Ramin Minavi) are focused on the needs of retiring Western plan members. If you are within seven years of retirement, focused planning to help you with the transition from saving in the pension plan to creating an income using retirement income funds (RIF/LIF) and annuities. Your retirement consultant can support you right through retirement.
At anytime you also have other means of meeting with a consultant that best suits your needs. Check out the pension page within the Human Resources website to see all the ways you can connect with a consultant!
