As the workforce ages, employees are more concerned about retirement planning. Assistance with investment and retirement planning is another option for companies wanting to offer more.
We are proud to also offer administrative support through our Client Services Team. By adding this additional level of support, we are better able to provide regular service calls, advisement updates and support to our clients.
As an integrated provider of benefits and financial services, Selectpath can offer the following group investment and retirement consulting services to your group:
Benchmarking, Reviews & Analysis
- Consultation in plan design
- Analysis of record keeping and administration
- Investment Manager searches
- Portfolio performance analysis
- Pension Committee consultation
- Filing and Reporting Assistance (AIR, PA, PAR, T3D, Audited Financials)
- Consultation regarding investment policy and asset allocation
- Risk tolerance measurement
- Individual forecasting
- Individual Pension Plan design and execution
- Retirement benefit design and settlement
- Actuarial Services
- Plan conversions and wind-ups
Individual Member Services:
- Evaluate adequacy of current levels of retirement savings.
- Identify additional ways to save for retirement.
- Identify health and other risks and ways to manage them through retirement.
- Guide estate planning.
What does Retirement Planning involve?
Group RRSP & Pension Plans
- Defined Benefit (DB)
- Defined Contribution (DC)
- Deferred Profit Sharing Plan (DPSP)
- Individual Pension Plan (IPP)
- Retirement Compensation Agreement (RCA)
Group Registered Education Savings Plans (RESP)
