Group Retirement Plans
Whether you are looking to add a pension plan, group RRSP, or anything in between, we will help you determine which plan best suits your employees which will boost employee satisfaction while streamlining recruitment.
Ensure pricing is appropriate by the following means:
- Regular Negotiations
- Independent Marketing
- Administer Benefits Policy
- Claims Adjudication & Payment
- Annually Establish Rates & Premiums
- Quarterly Reporting
- Periodic Reviews
- Employee Education Sessions
- Day to Day Service & Support
Implement and Educate
- We will administer the plan, conduct education and onboarding sessions for all employees
- We will sit down with each plan member to discuss investment options, risk assessment, and how the plan fits with their personal finances
Analyze and Report
- We provide reports on how you plan is being utilized, as well as industry analysis to ensure your plan is an effective tool for recruitment
- We issue performance reports in order to illustrate returns
Negotiate and Support
- We engage in regular contact with carriers to ensure the products offered are optimal and performing as needed
- We provide ongoing support to members through planning, questions and more