Retirement savings plans and asset management

Régime de retraite et gestion d’actifs

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
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