Group retirement plans services


  • Fiscal impact optimization of plan contributions
  • Document review prepared by the service provider
  • Preparation of requests for proposals
  • Market survey with different service providers in order to ensure service quality standards along with competitive fee structures
  • Assessment grid preparation for finalists’ presentations
  • Assistance for the committee during the service provider decision process
    – Prepare a transition plan when necessary
  • Recommend changes on plan design or investment option selection
  • Ensure the committee is up to date in regards to ongoing regulatory changes
  • Training sessions with plan administrators and maximize usage of service providers’ electronic tools
  • Help human resources introduce internal policies
  • Reply any time to questions via toll free number or email
  • Specialized resources to deal with contentious issues
  • Validation of civil liability insurance for plan administrators
  • Follow up of administrative transactions (enrolments, termination notices, retirements, support when calculating annual equivalence factor)


  • Presentation of plan rules and structure
  • Presentation of different sources of retirement income and the importance of saving to meet this objective
  • Guide participants by establishing their individual investor profile
  • Help participants choose their investment vehicles
  • Support participants in their investment choices
  • Promote the current plan in place
  • Pre-retirement information sessions to present retirement withdrawal options (RRIF, LIF and annuities)
  • Elaboration of a personalized approach by preparing different calculation scenarios projecting retirement income
  • Estimation of different revenue sources at retirement (QPP/CPP, OAS, GIS, personal RRSP, personal non-registered savings, etc.)
To reach us
1 888 679-3836
Head Office
2819, rue King Ouest
Sherbrooke (Quebec)  J1L 1C1
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