We’ll begin with an understanding of your goals and how your group retirement plan can bring you closer to them. And we’ll help you monitor your plan’s performance and work with you toward continuous improvement, whether you choose a group Registered Retirement Savings Plan (RRSP), a Group Pension Plan, or Individual Pension Plans (IPP).

Plan Design and Implementation
Your HUB retirement planning specialist will guide you in the design and implementation of your plan, including:

• Needs Assessment
  • Plan Analysis
  • Investment Analysis
  • Economic and Market Commentaries
  • Regulatory Compliance Analysis
  • Plan Sponsor and Employee Advice and Guidance

• Goal-setting
  • Define Mutual Goals
  • Scheduled Reviews

• Plan Design and Development
  • Identify Measurements
  • Identify Products
  • Disclose Fees
  • Develop and manage employee communications

Actuarial and Consulting Services
We provide actuarial and consulting services with easy-to-understand communications, including:

• Actuarial evaluations and reports
• Regulatory compliance consulting
• Employee education and individual consultation
• Ongoing communication strategy
• Assistance with financial policy

Plan Performance Evaluation
We provide ongoing plan evaluation and review:

• Plan Design and Utilization Updates
• Investment Performance Reviews
• Funding Levels Reviews
• Measurement Reviews
• Regulatory Compliance Updates

Help your employees make a smooth transition to retirement with the right resources and access to portable, customizable personal insurance coverage, including life and living benefits, health, dental, hospital cash benefits and more.

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