Group retirement plans services
SERVICES TO ADMINISTRATORS
- 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)
SERVICES TO PLAN PARTICIPANTS
- 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
Sherbrooke (Quebec) J1L 1C1
Information