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Understanding your Pension Investment Options workshop/webinar and one-on-one sessions

The Human Resources department, in collaboration with Sun Life Financial, will present a pension workshop entitled Understanding your Pension Investment Options on Wednesday, October 3 at the university’s north Oshawa location. It will also offer a webinar version of the presentation the following day. Managers and deans should encourage faculty and staff to attend wherever possible.

Details:

Workshop  

Webinar

  • When: Wednesday, October 3 from 12:45 to 1:45 p.m.
  • Where: UL Building, Room 9
  • When: Thursday, October 4 from noon to 1 p.m.
  • Where: Your computer/tablet/phone

A new investment option, the Phillips, Hager & North (PH&N) Core Plus Bond Segregated Fund, will be available as of Wednesday, September 26.

As of Thursday, October 18, the BlackRock Universe Bond Index Segregated Fund will be discontinued as a defined contribution pension plan investment option.

This fall’s pension education sessions will help you understand your pension investment options to support you in your decision-making process.

Topics:

  • What you may need to do and consider regarding your investment choices.
  • What will happen if you are affected by the fund change and do not take action.
  • A review of the online tools available to support your decision-making process in selecting the best investment option(s) for you.

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One-on-one sessions:

Following the workshop, 30-minute one-on-one sessions with a Sun Life Education Consultant will be available. Bring your questions about your Defined Contribution Pension Plan account balance, funds and your future retirement goals.

Visit the  and select your preferred date, time and location:

  • Tuesday, October 9 – Campus Corners, Room 2208
  • Wednesday, October 10 – Campus Corners, Room 2222
  • Thursday, October 11 - 61 Charles Street, Room 350

For more information, contact Bikisha Pascoe, Pension and Benefits Administrator, at ext. 3203.