Group Retirement Services

Our services consist of the following:

1 | Plan Design and Consulting

- Group RRSP's

- Defined Contribution Pension Plans

- Deferred Profit Sharing Plans

- Hybrid Plans

- Stock Purchase Plans

Conduct plan audits of current plan design and current plan carrier
Provide input on appropriate plan design
Annual plan review of plan design and operation
Annual review of administrative services provided to the client
Annual review of investment options of the plan
Review of the fee structure to ensure that it is appropriate for the plan size and structure

5 | Carrier (Vendor) Selection and Monitoring

Audit the current carrier's suite of administrative services
Review the current carrier's investment monitoring program and reporting capabilities
Conduct carrier searches on behalf of the client
Distribute Request for Proposals (RFP) to carriers
Provide a comparative report to the client on all eligible carriers
Coordinate member asset transfers and communication of carrier changes
Continued monitoring of carrier to ensure that proper service levels are maintained

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We welcome clients all new clients to allow us to help them reach their goals.

Send us a message today and let's get to work on your needs!

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