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Stand Alone Pension Plans

"RF Stand Alone Retirement Fund"

Recognizing that one size doesn’t fit all, RF offers Stand Alone Retirement Funds. This fund is most suitable for very large employers who do not need to pool assets to obtain benefits of scale. Employers are given the control over the securities invested in the Fund and the appointment of service providers.

RF can establish a plan which includes:

  • Administration and Investment Management Services
  • The drafting of a Trust Deed
  • The drafting of the rules of the plan (eligibility requirements, retirement age, access to employee funds etc)
  • The option of separate investment portfolios (Equity, Balanced or Fixed Income)

 

A Stand Alone Retirement Fund offers employers the flexibility required in a pension plan, along with multiple investment options which are suited to risk profiles.

Contact

Ms. Jillian Nunes

President & Country Head

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

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