Member
This category is designed to support you as a member in effectively managing your My65+ plan. Here, you'll find resources to navigate, update, and optimize your plan details efficiently.
Getting Started
🚀 Explore the essentials of enrolling and participating in your My65+ plan. Here, you'll find all you need to quickly begin your journey towards a secure retirement.
Login & Enrollment Support
🔑 Need help logging in or enrolling in your plan?
Navigating Your Plan
🧭 Learn how to efficiently manage and navigate through your plan’s features and options.
Transfers to My65+
💸 Learn how to move outside assets into your My65+ plan and discover the benefits of transferring.
Managing Plan Contributions
🛠 This section serves as your complete guide to managing and understanding payroll and bank account contributions.
Withdrawals and Transfers Out
🏦 Need to withdraw or transfer funds from your plan? This section provides guidance on the transaction process, including timelines, fees, and tax implications.
Investments, Fund Performance, & Fees
📈 Explore your investments, understand fund performances, and get clear insights into the fees associated with your plan.
Managing Your Plan During Tax Season
📅 Simplify tax season with our straightforward guides that help you manage the reporting of your plan's contributions. This section ensures you meet all deadlines and report accurately, making tax time a breeze.
Managing Your Plan After Leaving Your Job
🌅 Your My65+ plan is yours for life! Continue to manage and benefit from your plan even after employment ends, ensuring you're on track towards retirement security.
Approaching Retirement
🏖️ Discover support articles to learn about about smoothly transitioning into retirement, including details on retirement income, early or late retirement adjustments, and RRIF conversion.