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Member Services
Our Group Pensions Department
has placed particular emphasis on establishing an effective communication
program to help companies and plan administrators provide useful, high-quality
information to employees so that they can make informed decisions.
All documents are published in French and in
English. Service is also available in both languages.
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Online Enrolment |
Participants can enrol in their plan through
our Web site, thus avoiding having to complete the enrolment form manually.
At the end of the online enrolment process, the information on the screen
is automatically forwarded to Group Pensions and a pre-completed pdf form
is generated. The participant simply has to print, sign and return the
form to us to confirm his or her enrolment. Since access to this service
is secure, the plan sponsor is responsible for providing the members with
their access codes, which are available on the Extranet.
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Enrolment Assistance |
A service and promotion representative can organize
group meetings to explain the new plan to employees, on their work premises.
The representative will provide information on the plan’s various
administrative and financial aspects, guide employees in filling out the
forms and answer all questions.
When a new member enrols in an existing plan,
customer service can provide the assistance required to facilitate the
enrolment process.
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Client Service
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Qualified client service personnel are available
from 8:30 a.m. to 8 p.m. (Eastern time), from Monday to Friday, to assist
you in the day-to-day management of your pension plan. You may reach them
at the following toll-free numbers:
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Quebec: 1-800-567-5670 |
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Other provinces: 1-800-667-8859. |
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Member's Guide |
When you enrol, you will receive a guide containing
the information you need to develop a savings program adapted to your
retirement objectives.
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Member's Statement |
Each member regularly receives a statement indicating
amounts deposited, earnings accumulated, the account balance, current
investment instructions, the investment allocation
among the investment
vehicles, as well as the net return on the account during the period
concerned.
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RVR Automated Telephone System
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The RVR system gives you direct, confidential
telephone access to the following, 24 hours a day, 7 days a week:
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amounts accumulated in
your account; |
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year-to-date contributions paid; |
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interest rates on your
maturities; |
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unit values of the investment
funds; |
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investment instructions. |
A statement may also be transmitted by fax,
on request.
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Info-Investment Telephone Service |
Members may contact Info-Investment personnel
at 1-888-414-5234 for toll-free information on the various investment
vehicles, as well as guidance on the choice of their investment instructions
and retirement planning.
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Transactional Internet Site (CyberClient) |
Our Internet site contains a wealth of relevant
information on our company, as well as our group pensions products and
services. In addition, you can carry out the following transactions on
the CyberClient
secure Internet site:
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give new investment
instructions; |
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change your asset mix; |
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print a statement of your account. |
CyberClient also gives you access to:
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the amounts accumulated
in your account; |
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your transaction history; |
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interest rates and unit
values. |
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Your Investor Profile Questionnaire |
Your Investor Profile questionnaire determines
your investment horizon, measures your level of tolerance to financial
market variations and guides you in preparing your investment instructions.
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Assistance at Retirement |
We will contact you before you reach the normal
retirement age to inform you of your retirement plan options.
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