INSTITUTIONAL INVESTORS

Defined Contribution Plans

Leveraging best practices and unique solutions to support plan sponsors and help members meet their objectives

Sponsor Services

  • Comprehensive quarterly reporting
  • Plan sponsor communication
  • Legislative updates and support

Investments

  • Manager of Managers investment process
  • Manager research & selection
  • Manager monitoring & replacement
  • Diverse selection of funds : Target Date Funds, Asset Allocation Funds and Asset Class Funds 

Member Services*

  • Dedicated member call centre
  • Comprehensive plan activity reporting
  • Online access

Member Education*

  • Behavioural finance approach to communication
  • Retirement planning & investment selection tools
  • Customized education programs

*optional services