In
addition to specialized knowledge of pension and retirement vehicles,
our Group Retirement Consulting Services team has extensive experience
in the financial services industry, including:
We discuss and analyze key factors that may affect your corporate retirement program.
Your Custom-Designed Program
With our business know-how and program expertise, as well as information gained from our consultation with you, we help you make the most of innovative products and technological advancements (such as Internet and telephone access to member accounts).
Employee Communication
At least once each year, we coordinate, develop, and deliver seminars for your employees.
Monitoring Your Program
We monitor your program so it continues to work optimally for you with respect to:
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Pricing (Is it appropriate for your needs?)
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Investment fund selection and ongoing performance
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Technological advancements that ease your administrative duties
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Communication for you and your members
Retirement Program Administration
To take the pressure off your already busy staff, we can handle many of the administrative details. For example:
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Annual information returns
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Legislative compliance issues
Marketing Your Program
Every four to five
years we tender your program to the entire market of providers, ensuring
your arrangements continue to be the best the industry has to offer.
We highlight all technical aspects of your program to appropriate carriers.
We complete an analysis of competitive quotes and prepare a report with
our recommendations. We then schedule presentations for leading potential
providers to present their services directly to you.