iAtoday

As part of its ongoing commitment to supporting plan management best practices, iA Financial Group has recently developed seven new reports for sponsors who offer defined contribution group savings and retirement plans.

Available in My Client Space, our secure website, the new reports are generated in Excel format for easy handling of the data. Here are they:

• Detailed assets by plan member
• Transaction summary by plan member
• Contributions by plan member
• Disbursements by plan member
• Detailed fees by plan member
• Returns by plan member
• Investment instructions by plan member

Thanks to a wider array of statistical data and increased granularity of the information, sponsors can now manage their plans even more efficiently and target their actions more precisely. They will be informed of these new tools through My Client Space and the Monthly Update.