iAtoday
January means tax time. It’s at this time of the year that many plan members contact us to get a list of their medical and dental expenses so they can complete their income tax return.
To meet this need, we prepared a communiqué to plan administrators. This communiqué contains a communication intended for plan members which shows them where to go, in My Client Space and iA Mobile, to produce the list of their medical and dental expenses. Plan administrators are invited to share it with their plan members. An article intended for plan members will also be published in the News section in My Client Space.
Read the full communiqué to plan administrators and the communication to plan members that will be sent to group insurance plan administrators on January 25, 2021.
Read the French version of the communiqué to plan administrators and the communication to plan members.
Also in this issue
- New regional office opens in Winnipeg
- RRSP time: group retirement savings plan members could win up to $500
- iA Financial Group welcomes a new account executive in Atlantic Canada
- New statistical tools to help sponsors better manage their group savings and retirement plans
- February 2021 invoice available in My Client Space as of this week
- Claims: 100% possible online