

Group Retirement Plans
The key to a happy and succesful retirement is planning.

In Canada, retirement income comes primarily from three sources: Canada or Quebec Pension Plan, Old Age Security and private retirement savings. Just how much will your employees need in private retirement savings to retire comfortably? Coordinating a company Retirement Plan is an excellent way to support your employees’ success and wellbeing now, and into their retirement.
Every day we help companies like yours address challenges such as:
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Performance Benchmarking: Are the investments offered to employees performing well? Relative to what?
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Fee uncertainty: Are administrative and investment management fee’s competitive? Fees vary between insurance providers.
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Compliance: Obligations of a retirement plan sponsor (Capital Accumulation Plan Guidelines).
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Member Communication: Providing easy to understand information and tools to help employees understand their investments and the retirement process.