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Group retirement plans are complicated. From defined-benefit pensions to group RRSPs, retirement solutions are as diverse as your workforce. Our expert consultants work with your organization to tailor a plan that fits.
Plans adapted to your organization’s goals, scale, and demographics.
Ongoing monitoring and support to ensure investments stay aligned with the plan’s goals.
Access to preferred rates and services through our established carrier relationships.
There’s more to a group retirement plan than putting money in an account. Our team of experts have you covered.
Expert plan design
Modern, competitive, benchmarked plans with strategies tailored to your workforce demographics and budget.
Investment consulting
A selection of investment models with easy-to-understand employee DIY options. Ongoing reporting and monitoring.
Strong carrier relationships
With $7 billion in assets under management, we leverage our close carrier relationships to secure better pricing and service.
Governance and compliance
Annual reviews with documentation, regulatory updates, and risk mitigation.
HR team extension
Responsive, day-to-day administrative support including carrier problem resolution and new system implementation.
Financial wellness and education
Tailored engagement strategies and communication plans to build financial literacy and increase participation among employees.
How can we help?
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Interested?
Connect with us for tailored solutions that align with your goals and deliver impact across your organization.
Help and support
Need help or have questions about your plan? Let’s get you the support you need.