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Fidelity Pension Plan

It all starts with a plan.

Work with an advisor to find a solution that fits your organization today.

Fund Reports Employer Forms Member Forms Fund Factsheet

As an employer, a part of attracting quality staff are the benefits you provide. When you join our defined contribution pension plan your team has automatic access to, and exclusive discounts on, all of our investment products. Go beyond securing a top performing pension and provide your staff with the tools to create and manage wealth today. 

 

Benefits

  • No subscription, redemption, or transfer fees.
  • Online access 24/7.
  • Trusted Money Management.
  • Superior Customer Service.
  • No charge for Certificate of Compliance for the employer.
  • No dormant account fees once no longer contributing.
  • Accounts remain fully invested in the fund until termination of the account.

At a Glance

  • Who is eligible to join the Plan? Any one 18+ years old.
  • Contribution Levels: 5% employer and 5% employee (of monthly earnings). 
  • Retirement Age: Regular- 65 years, unless otherwise stated.
  • Additional Voluntary Contributions: Permitted.
  • Investments Selection: Self-directed with guidance upon request.
  • Vesting: 100% from first contribution
  • Portability of Accumulated Benefits: Permitted.
Governance
Governance

RF has over 20 years of experience in the administration and investment management of pension plans across the region. We handle everything required accurately and prudently.

Pension Calculators
Pension Calculators

Find out how much you need to start saving to meet your retirement goal.

Ready to join?

Starting a new plan or switching from an old plan is made quick and easy!

Contact one of our pension specialist and we will:

  • Assist you in terminating the plan with your pension provider or setting up a secondary plan;
  • Establish record-keeping and compliance procedures for your new plan;
  • Assist with completion of forms;
  • Ensure legal compliance and requirements are managed;
  • Meet with staff to give guidance and address any queries.

Contact

Yendi Parchman

Junior Pension Administrator

Tavana Whittaker

Junior Pension Administrator

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

  • Make An Appointment
  • Give Us A Call At 345-746-6010

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