SERVICES
Group Retirement Plan Consulting
Where strategy meets security.
Ready to build a retirement plan that supports your team and strengthens your business?
Group Retirement Plan Consulting is a comprehensive service designed to create tailored solutions that empower your employees while aligning with your company’s goals.
From plan design to ongoing support, we handle every detail to ensure your program offers value, flexibility, and peace of mind for both you and your team. Every recommendation is rooted in understanding your workforce and delivering results that matter.
What we offer:
Registered Retirement Savings Plans (RRSP)
- Deferred Profit Sharing Plans (DPSP)
- Registered Pension Plans (RPP)
- Defined Contribution Pension Plans (DCPP)
Individual Pension Plans (IPP)
Personal Pension Plans (PPP)
Tax Free Savings Accounts (TFSA)
Non-Registered Savings Accounts (NREG)
Locked-in Retirement Accounts (LIRA)
Locked-in Income Fund (LIF/LRIF)
Registered Retirement Income Fund (RRIF)
Investing in Group Retirement Plan Consulting means:
This service is ideal if you want:
A retirement plan tailored to the specific needs of your workforce.
Support in navigating the complexities of plan design and compliance.
A strategy that helps attract and retain top talent.
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We’ll analyze your workforce and goals to create a plan that fits.
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Crafting retirement strategies that are competitive, compliant, and customized to your organization.
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Staying ahead of industry trends to recommend innovative and effective solutions.
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Balancing high-value offerings with budget-conscious strategies to ensure sustainability.
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Providing tools and resources to ensure employees fully understand and utilize their benefits.
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Monitoring your group retirement program and adapting as your needs evolve.
THE PROCESS
As part of our consulting process
We start with an in-depth consultation to understand your company’s goals, workforce demographics, and current challenges. This includes:
A thorough review of your existing retirement offerings (if applicable).
Discussions to align on desired outcomes, budget considerations, and compliance requirements.
An analysis of market trends and opportunities to create a competitive edge.
Once the consultation is complete, we’ll provide a comprehensive proposal outlining our recommended strategy, steps for implementation, and long-term support plan. Together, we’ll build a retirement program that works for you and your team.
GET STARTED