Unison Benefits is committed to ensuring plan members have a smooth transition from the work force to retirement. We can assist and advise members with a variety of situations including:

  • Transferring pension dollars earned from a previous workplace to your current one
  • Advice or assistance for family members of plan members who are looking for access or to consolidate pension funds

Unison Benefits advisors can offer many other advantages when dealing with retirement transition of plan members and pension consolidation such as:

  • Providing pension benefits projections in a timely manner
  • Necessary adjustments to investment reviews when warranted reducing risks and making it easier for clients to track their investments