Transferring a pension

Your pension administrator would typically provide you with the options available and provide the forms for you to complete. You may wish to transfer funds to a Locked In Retirement Account (LIRA ). In that case the first step would be to open the LIRA with ModernAdvisor. If our custodian needs to sign any forms, such as a locked in agreement, you can send it to us to have signed. We would then send it back for you to include with the documents to the pension administrator.