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Monday, January 13, 2025 12:00to13:15

Offered by the Health and Wellness Program聽

Are you nearing the end of your career and contemplating 鈥榳hat鈥檚 next鈥? While many of you have likely already done significant financial planning, have you devoted the same time and energy to planning for life outside of work? If not, now鈥檚 the time (especially if you are considering retirement in the next 5-10 years)! Join recent Dalhousie University retiree, Dr. Sue Hutchinson, leisure and retirement researcher, for this hour-long interactive virtual workshop.

Classified as: faculty, My Healthy Workplace, Health and Well-being, staff, Staff Health and Well-Being
Tuesday, January 21, 2025 12:00to13:00

Attend this session offered by Sun Life Financial about the benefits of the 看片视频 Voluntary Savings Plan which includes a Group Retirement Savings Plan (GRSP) and Group Tax-Free Savings Account (GTFSA) which give you access to cost-efficient professionally-managed investments! Over time, these lower costs may add years to your retirement income or allow you to retire earlier than planned!

Classified as: Group RSP, Group TFSA, retirement, savings
Monday, February 3, 2025 12:00to13:30

Intended for all members of the 看片视频 University Pension Plan and 看片视频 University Pension Plan for Members of the Service Employees' Union, and of particular interest to those members approaching retirement. Topics will include:

Classified as: retirement, planning, pension plan, QPP, OAS, post-retirement benefits
Tuesday, February 4, 2025 12:00to13:30

Intended for Part B members (defined contribution - joined on or after January 1, 2009) of the 看片视频 University Pension Plan and newly hired employees contemplating joining the Plan.

Topics will include:

Classified as: new hires, pension plan, joining, contributions, Part B, investment option
Wednesday, February 5, 2025 12:00to13:30

Intended for members of the 看片视频 University Pension Plan who need additional information on the settlement options available to them at retirement or termination of employment.

Topics will include:

  • When can I settle my holdings?
  • What is the variable benefit of the MUPP?
  • What is a Life-Income Fund (LIF)?
  • What is an annuity?
  • Overview of the 看片视频 Group LIF and other preferential arrangements
  • How do I access my pension holdings online?
  • What does locked-in mean?

Registration:

Classified as: settlement, variable benefit, life income fund, MUPP
Tuesday, February 11, 2025 12:00to13:30

Intended for members of Part A (hybrid segment) of the 看片视频 University Pension Plan (joined prior to January 1, 2009).

We recommend that, if possible, members of Part A attend this session before attending a Settlement Options Information Session. **If you attained age 65 prior to August 2020 or already settled your defined benefit holdings, you should not register for this session as the defined benefit minimum provisions no longer apply in these cases.

What we will cover:

Classified as: hybrid, pension plan, Part A, defined benefit minimum, supplement
Thursday, February 13, 2025 12:00to13:30

Intended for members of the 看片视频 University Pension Plan who are approaching retirement and the payout phase of their careers. It is highly recommended that you attend a Retirement Information Session and/or Settlement Options Information Session prior to registering for this session. Topics will include:

Classified as: decumulation, payout phase
Tuesday, February 18, 2025 13:00to14:15

Offered by the Health and Wellness Program聽

Classified as: faculty, My Healthy Workplace, Health and Well-being, staff, Staff Health and Well-Being
Thursday, March 6, 2025 12:00to13:30

Intended for Part B members (defined contribution - joined on or after January 1, 2009) of the 看片视频 University Pension Plan and newly hired employees contemplating joining the Plan.

Topics will include:

Classified as: new hires, pension plan, joining, contributions, Part B, investment option
Tuesday, March 11, 2025 12:00to13:30

Intended for all members of the 看片视频 University Pension Plan and 看片视频 University Pension Plan for Members of the Service Employees' Union, and of particular interest to those members approaching retirement. Topics will include:

Classified as: retirement, planning, pension plan, QPP, OAS, post-retirement benefits
Thursday, March 13, 2025 12:00to13:30

Intended for members of the 看片视频 University Pension Plan who need additional information on the settlement options available to them at retirement or termination of employment.

Topics will include:

  • When can I settle my holdings?
  • What is the variable benefit of the MUPP?
  • What is a Life-Income Fund (LIF)?
  • What is an annuity?
  • Overview of the 看片视频 Group LIF and other preferential arrangements
  • How do I access my pension holdings online?
  • What does locked-in mean?

Registration:

Classified as: settlement, variable benefit, life income fund, MUPP
Tuesday, March 18, 2025 12:00to13:30

Intended for members of Part A (hybrid segment) of the 看片视频 University Pension Plan (joined prior to January 1, 2009).

We recommend that, if possible, members of Part A attend this session before attending a Settlement Options Information Session. **If you attained age 65 prior to August 2020 or already settled your defined benefit holdings, you should not register for this session as the defined benefit minimum provisions no longer apply in these cases.

What we will cover:

Classified as: hybrid, pension plan, Part A, defined benefit minimum, supplement
Monday, April 14, 2025 12:00to13:30

Intended for all members of the 看片视频 University Pension Plan and 看片视频 University Pension Plan for Members of the Service Employees' Union, and of particular interest to those members approaching retirement. Topics will include:

Classified as: retirement, planning, pension plan, QPP, OAS, post-retirement benefits
Wednesday, April 16, 2025 12:00to13:30

Intended for Part B members (defined contribution - joined on or after January 1, 2009) of the 看片视频 University Pension Plan and newly hired employees contemplating joining the Plan.

Topics will include:

Classified as: new hires, pension plan, joining, contributions, Part B, investment option
Thursday, April 17, 2025 12:00to13:30

Intended for members of the 看片视频 University Pension Plan who need additional information on the settlement options available to them at retirement or termination of employment.

Topics will include:

  • When can I settle my holdings?
  • What is the variable benefit of the MUPP?
  • What is a Life-Income Fund (LIF)?
  • What is an annuity?
  • Overview of the 看片视频 Group LIF and other preferential arrangements
  • How do I access my pension holdings online?
  • What does locked-in mean?

Registration:

Classified as: settlement, variable benefit, life income fund, MUPP

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