Retirement savings plans and asset management

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