What information do I need to fill out My Game Plan?

You'll need to enter details about your income, savings, government benefits, and pension plans, among other things.

Make sure you have this information on hand so that your game plan is as accurate as possible:

  • Your current income
  • The value of your investments that are not with the Fonds
  • Information on your private defined benefit and defined contribution plans, if applicable
  • Your Québec Pension Plan statement, if you don't want to use the generic estimate (see where to find your statement)
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Tip

If you had already saved your information in our previous tool, the retirement income calculator, you can still refer to it. It'll help speed up data entry in My Game Plan!

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Missing some information?

No worries! Start your plan today and come back to it later. All your information will be saved.

Why isn't my full name showing?

To make things easier for you, the information we have on file has already been entered into your plan. However, for security reasons, your last name was only partially imported. If you change it, your edits won't be saved. Rest assured: you can still complete and save the rest of your plan.