Group Retirement Plans

A Group Retirement Plan acts as a core vehicle for an employee’s retirement savings, a valuable component of their overall compensation, and an integral piece of their benefits package.  By implementing a Group Retirement Program, a company can ensure the long-term financial security of their employees.

In working with our company, you can expect expert guidance through all the phases of implementing and managing a Retirement Plan.  We will help you to determine the most appropriate plan design based on your corporate parameters.

We will also take the necessary steps to ensure your plan continues to be fully compliant and that it adheres to the Capital Accumulation Plan (CAP) Guidelines. This will include educational seminars, employee communication materials, one-on-one investment counselling, and retirement planning for all interested members.