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Group Retirement
Soulliere Financial Group helps employers from all industries and sizes design and administer group retirement savings programs for valued employees as well as management and executive groups. With an emphasis on communication, compliance and fiduciary responsibility, we help plan sponsors with their annual reporting, employee education and retirement planning as well as personalized investment advice for all plan members.
The Group Retirement services we are qualified and committed to deliver may include:
- Investment Management Fee Analysis
- Consultation in plan design
- Analysis of record keeping and administration
- Portfolio performance analysis
- Filing and Reporting Assistance (AIR, PA, PAR, Form 7, Audited Financials)
- Consultation regarding investment policy and asset allocation
- Risk tolerance measurement
- Individual forecasting & Individual Pension Plan design and execution
- Retirement benefit design and execution
The Group Retirement products we offer your company may include:
- Group RRSP
- Defined Benefit (DB) & Defined Contribution (DC)
- Deferred Profit Sharing Plan (DPSP)
- Individual Pension Plan (IPP)
- Retirement Compensation Agreement (RCA)
- Group Registered Education Savings Plans (RESP)
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Individual
Investments
Group Life & Health Insurance 