Group Plans

Transitioning from legacy retirement plan to a better program

How do I switch from my legacy retirement plan to a new plan?

New providers are disrupting Canada’s retirement industry, shaking up the status quo of high fees, needless complexity, and low innovation. More employers are seizing this opportunity to replace their legacy plan provider with a plan that delivers better outcomes for their team and value for their organization. Whether you’ve already decided to make the switch …

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Female employee who is stressed over personal finances

How to relieve employee stress with financial wellness

In 2016 Anxiety Canada wrote about the importance of financial wellness, citing research that stated 47% of Canadians felt the workplace was their largest share of daily stress with the leading factor being workload. While the need to get work done can sometimes be stressful, prolonged pressure can have significant consequences. Mind Beacon estimates that for every 100 employees, …

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3 questions to ask when evaluating your group retirement plan

1. Is it actually a retirement plan? Many group “retirement” plans are not retirement plans at all. They are basically investment accounts that offer an overwhelming volume of fund choice and provide little to no retirement guidance. When evaluating your plan, does it help employees: figure out how much to save? figure out how much …

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Young business people in office

How do I know if my employees want a retirement plan?

Key insights: Study after study has shown that most Canadians want and need help with retirement saving and planning, and are very interested in employer-provided solutions  If you want to supplement this data, consider conducting a quick, anonymous survey of your employees  Appreciation for employer-provided help with retirement saving is likely to compound over time, so …

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Happy colleagues working together

A “retirement first” approach to employee benefits

The sequence in which to introduce employee benefits is one of the most important questions for HR leaders to consider in a growing organization. Here’s a common question we often hear as part of these conversations: “Aren’t retirement benefits something I should add later, once we have health benefits and other employee perks in place?” …

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