iAtoday

Group Savings and Retirement | A step closer to a fully digital experience

Group Savings and Retirement July 20, 2023

Starting August 1, 2023, we will be implementing some changes to enhance our operations and ensure that we offer your clients a convenient and intuitive digital experience.

In our commitment to cost-efficiency and environmental sustainability, we have made the decision to discontinue the printing and mailing of group retirement savings documents.

Rest assured that your clients, and their plan members, will continue to have access to their documents anytime in My Client Space.

Additionally, as part of streamlining our payment processes, we will no longer be accepting payments by cheque. As you know, we no longer accept payments by cheque for new clients since last January.

We will now be asking your clients to enrol in pre-authorized payment, our preferred payment method, to remit their contributions. Please note that your clients will benefit from a grace period and will have until November 1, 2023, to change their payment method.

We appreciate your understanding and support as we make these important changes. Our focus remains on delivering outstanding value to your clients and an excellent plan member experience.

An announcement will be made to group retirement savings plan sponsors and will be posted in My Client Space on July 24.

View the French version of the announcement.

 

If you have any questions, please contact your Account Executive.