Retirement planning is on everyone’s mind. Synergy Benefits can review an existing Group Retirement Plan or help you create one from the ground up.
Our process includes:
- Analyzing the current plan in relation to your goals and objectives
- Benchmarking the contribution formula against industry competitors
- Advising on appropriate investment funds and default fund
- Comparing investment management fees (IMFs)
- Reviewing plan governance processes to ensure compliance with CAP Guidelines
Retirement Seminars and Employee Education
We coordinate education sessions throughout the employee lifecycle. Whether a Lunch & Learn or personal consultation, we offer valuable services for your employees.
- Basic pre-retirement planning concepts
- Retirement income requirements and projections
- Managing and coordinating government benefits
- Tax planning and strategies for retirement
- Lifestyle and retirement budgeting ideas
- Completing investor profile assessments
- Servicing strategies and investment policy statements