In this article, we will introduce a non-exhaustive list of factors that Bluestem prioritizes with clients who are deciding on what to do with their RSP balance. We will conclude with a summary of the pros and cons of each option.
SURS Retirement Savings Plan Guide Part 2: An Analysis of the SURS Secure Income Portfolio (SIP)
SURS Retirement Savings Plan Guide Part 1 – The SURS Secure Income Portfolio (SIP)
Welcome to Part 1 of our multi-part series designed specifically for members of the State Universities Retirement System Retirement Savings Plan (SURS RSP) who are approaching retirement and want clear guidance on their options. This guide will help you make sense of your choices and confidently decide what to do with your account balance as you transition to retirement.