Expertise
Retirement savings plans and asset management
![Régime de retraite et gestion d’actifs Régime de retraite et gestion d’actifs](/_next/image?url=https%3A%2F%2Fcms.optimumfinancier.com%2Fsites%2Fdefault%2Ffiles%2F2023-06%2Fexpertiserrga_hero_img1920.jpg&w=3840&q=75)
Opti-Plan Solution
Opti-Plan is an affordable turnkey solution that allows you to provide group retirement savings plans that are managed by experts to your employees.
The Opti-Plan Solution includes the following:
- Group retirement savings plans administration and service quality monitoring
- Access to a broad range of plans
- Attractive rates (management fees) thanks to pooled assets and detailed competitiveness analyses carried out periodically by experts
- Introductory and annual meetings to better understand your goals and the needs of your employees
- Annual and quarterly reports analyzing investment returns
- Annual compliance monitoring of your retirement plans with guidelines and applicable laws
- Highly qualified investment managers selected (and replaced, as required)
- Lifecycle multimanager portfolios whose risk-return profile adapts as retirement nears
- Communication and training targeted at employees provided jointly with the administrator