Step-by-step guidance
Enrolment support
Plan members get personalized support to guide them through the online enrolment process. This will make it easier for them to sign up for their employer’s group retirement savings plan and take advantage of the many benefits as quickly as possible.
Our online enrolment process has various options for plan members to provide investment instructions.1 Specific investment options are recommended based on the plan member’s risk profile, target retirement date and the funds available in the plan. In all cases, we help plan members understand the investment options available to them—so they can make informed decisions.
Step-by-step guidance
Enrolment support
Plan members get personalized support to guide them through the online enrolment process. This will make it easier for them to sign up for their employer’s group retirement savings plan and take advantage of the many benefits as quickly as possible.
Our online enrolment process has various options for plan members to provide investment instructions.1 Specific investment options are recommended based on the plan member’s risk profile, target retirement date and the funds available in the plan. In all cases, we help plan members understand the investment options available to them—so they can make informed decisions.
We offer educational sessions to plan members during the enrolment process. Plan members can also reach out to a knowledgeable team of certified advisors through our Client Relations Centre (CRC) if they would like help building an investment strategy.
Our many online services include self-service tools to help plan members work toward their savings goals. Once the enrolment process is complete, our team can offer individual and group sessions on various topics related to group retirement savings.2
1. Certain exceptions apply, depending on the funds available in the plan. 2. Depending on the rules of your group retirement savings plan.
We offer educational sessions to plan members during the enrolment process. Plan members can also reach out to a knowledgeable team of certified advisors through our Client Relations Centre (CRC) if they would like help building an investment strategy.
Our many online services include self-service tools to help plan members work toward their savings goals. Once the enrolment process is complete, our team can offer individual and group sessions on various topics related to group retirement savings.2
1. Certain exceptions apply, depending on the funds available in the plan. 2. Depending on the rules of your group retirement savings plan.