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Plan Sponsor Services
The Group Pensions Department
listens to clients' needs and wish to serve them well. Our philosophy
is to establish a long-lasting relationship with you, based on service
that meets your needs. With you as the focus of our service offer, we
have established various means of informing retirement plan sponsors.
All documents are published in French and in
English. Service is also available in both languages.
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Upon Plan Establishment |
We are responsible for establishing the contract
according to the agreement conditions and for government registration
when necessary.
Our advisors ensure that plan establishment
proceeds harmoniously for each party concerned. Subsequently, our experts
make sure that the plan complies with federal and provincial legislation
at all times.
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Financial Report |
We periodically transmit a financial report
to the contractholder. This report accounts for the movement of money
and provides details on investment
income and benefits paid to members.
It provides information on the allocation
of the pension fund among the investment
options and among the members.
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Client Service |
Qualified client service personnel are available
from 8 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 number:
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1-800-567-5670 |
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Administration Guide |
Our primary objective is to minimize the employer’s
involvement in the day-to-day administration of the retirement plan. To
do this, we provide you with the Administration Guide when the plan is
established. The guide describes the procedures applicable in most situations
that occur during day-to-day plan management and indicates what forms
to use and how to fill them out quickly and efficiently.
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Monthly Update |
This monthly bulletin gives you information
on our Group Pensions Department, retirement plans and legal changes affecting
plan administration. It also presents a monthly summary of fund returns,
as well as economic and financial highlights.
Download the most recent issue of Monthly
Update.
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Quarterly Update |
This economic and financial publication is published
every three months by our Securities Department. It provides detailed
information on investment funds including fund composition,
objectives, managers
and performance.
Download the most recent issue of Quarterly
Update.
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CyberClient Secure Internet Site |
Our Internet site contains a wealth of relevant
information on our company, as well as our group pensions products and
services, including:
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information on retirement
plans and annuity products; |
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information on all investment
vehicles; |
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information on services
offered. |
In addition, the CyberClient
secure Internet site contains all the forms and promotional documents
that plan sponsors require. You can also print a financial report and
access your members’ accounts.
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Investment Fund Annual Report |
At the end of each calendar year, our Securities
Department publishes a financial report on the investment
funds we offer. This annual publication
covers all the investment funds and indicates their returns, objectives
and composition.
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Investment Services |
Our team of professionals offers investment
services to plan sponsors. If you need advice or information on Asset Allocation Funds, the concept of Dynamic
Asset Management or the investment
management service, our investment personnel have the expertise required
to assist you.
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