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Maximizing your Retirement – York’s Pension Plan

Maximizing your Retirement – York’s Pension Plan. Winter 2014. Purpose of this Seminar. Retirement Planner Functionality Additional Voluntary Contributions Pension Plan Transfers in. Retirement Planner’s Functionality. You are able to: Run termination estimates

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Maximizing your Retirement – York’s Pension Plan

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  1. Maximizing your Retirement – York’s Pension Plan Winter 2014

  2. Purpose of this Seminar • Retirement Planner Functionality • Additional Voluntary Contributions • Pension Plan Transfers in

  3. Retirement Planner’s Functionality You are able to: • Run termination estimates • Run pre-retirement death estimates • Run cash flow scenarios • Run retirement estimates • Enroll, change or stop Additional Voluntary Contributions

  4. Retirement Planner (Planner) • The Planner is updated with the previous years data around June. • The link is: http://www.yorku.ca/hr/services/employees/yurp.html • To sign into the Planner put your nine digit employee number in the applicable box then click on forgot your password. • The password will be emailed to you. Go back into the Planner type your employee number in the applicable box and then type your password in the applicable box. • You can not copy and paste the password. You have to type it and it is case sensitive.

  5. Retirement Planner

  6. Normal retirement date: July 1, 2018 • Actual retirement date: May 1, 2013 • Credited service at actual retirement date: 26.6675

  7. Including $40,0000 in one time lump sum deposit

  8. Projected Cash Flow

  9. Need to contact Pension & Benefits? • E-mail askpb@yorku.ca • Call 416-736-2100 extension 27572 (askpb) – the phone line is open from 9:00 am to 4:00 pm Monday to Friday. For Fridays in June, July and August the phone line closes at 3:00 pm. • Please have your employee ID ready when you call us. • Any form or document that we may need from you can be completed, scanned and emailed to askpb@yorku.ca.

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