Group Retirement Plans

Deliver better retirement outcomes for your employees

We help you design and manage group retirement programs that support your employees’ journey into retirement.

Whether you are a small business or a large organization, a HUB Retirement Plan Consultant can help you design and manage a group retirement plan that’s tailored to your organizational goals and support your employees throughout their career.

A well-designed group retirement plan can improve your organization’s ability to attract and retain talent, help reduce healthcare costs and give your employees financial confidence.

Through a multi-year strategic planning process, we provide full-service support on group retirement plan governance, establishment of your governance committee, monitoring investment performance, financial wellness, and member communication.

From the Boardroom, to the Lunchroom to the Family Room.

Our service regimen is tailored to meet the unique needs of three key stakeholders, so you can be assured that your company group retirement plan works from Executive Leadership to your Employees to their Families.

Executive Leadership Benchmark and develop a group retirement plan that aligns with your goals and intended outcomes. Independent governance support, performance monitoring and analysis to ensure your plan is best in class and compliant.

Employees Holistic approach to support your employee’s financial health and wellbeing. Consolidate and convert family assets to income, provide income forecasting tools and help enroll members in CPP/OAS. Assist in both the financial and emotional transition to retirement.

Families Improve financial literacy and wellness through individual review meetings by phone, email, virtual meeting or in person. Group education programs help members develop and monitor their retirement and savings goals.

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Did you know...

87%

of employees participating in a workplace retirement plan are more likely to recommend their employer to friends, and 42% of retirement plan members are looking for retirement lifestyle advice.

Retirement Plans and Coronavirus: Take Steps to Protect your Employees

Employees are worried about their retirement planning in the wake of the Coronavirus pandemic, but there are steps you can take to help your employees and your business at the same time.