group pensions

The pension environment has certainly changed, and will continue to shift rather dramatically in years to come.  Traditional Defined Benefit plans are being replaced with less costly Defined Contribution, Deferred Profit Sharing and Group Registered Retirement Savings Plans.

Finding “best value” solutions can be a challenge for any employer facing choices around: plan design, providers of group retirement products, contribution formula, investment fund “menu” etc.  By balancing employee and employer requirements, we create plans that are both robust and flexible in nature.  Savings Plans that suit the culture and philosophy of each individual organization.  We believe that continuous dialogue, innovation and evaluation are key to the continued success of any Group Retirement Savings Plan.

black & white image of a group of middle age individuals smiling

As a respected force in the employee benefit world, we have strong relationships with all of the major Insurance Companies and tier two providers of Group Retirement products.  Not only do we have the insight to distinguish between the often subtle differences, but also we can use our influence with the carriers to act as an advocate for our clients.

Add to this our Investment Coaching Service for a winning combination of services that; guide and protect the employer through ever changing compliance requirements, and help employees value, appreciate and understand the importance of retirement savings.

Our Partners

Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. All other products and services are offered through The Williamson GroupA Cowan Company.

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