Locked-in Retirement Plans

May 12, 2022 | Charles W. Cullen III


What happens to your pension when you leave your employer? Often, you will be given the option to transfer all or part of a lump-sum payment to a locked-in retirement account on a tax deferred basis. There are various types of plans, which can depend on your employer and/or province of residency. If you need help navigating this complex topic, please feel free to reach out.


Click Here