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Group Retirement Services
A well designed group retirement plan can improve your organization’s ability to attract and retain talent and give your employees financial confidence.
Our Services Include:
1 | Plan Design and Consulting
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Consultation on plan structures including:
- Group RRSP's
- Defined Contribution Pension Plans (DCPP)
- Deferred Profit Sharing Plans (DPSP)
- Tax Free Savings Accounts ( TFSA)
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Conduct plan audits of current plan design and current plan carrier
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Provide input on appropriate plan design
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Annual plan review of plan design and operation
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Annual review of administrative services provided to the client
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Annual review of investment options of the plan
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Review of the fee structure to ensure that it is appropriate for the plan size and structure
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