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DB plans and other pooled assets | Customized, specialized solutions

Group Savings and Retirement May 16, 2024
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When it comes to defined benefit (DB) plans and other pooled assets, organizations want to be sure that their specific needs are fully understood, and that services are delivered by experienced specialists in whom they can have complete confidence.

That’s why we work closely with you to build optimal and customized solutions for:

  • Group defined-benefit plan sponsors
  • Non-registered group plan sponsors
  • Associations
  • Pooled asset holders
  • Organizations wishing to incentivize their executives.

 

Discover the value for your clients

This website gives you a quick overview of our specialized solutions.

  • IO solutions: our innovative investment options, our investment manager and fund monitoring process and our expert support
  • De-risking solutions: our customized one-stop approach to ensuring the long-term viability of DB plans
  • Executive retention solutions: our retirement compensation arrangement (RCA), notional supplemental executive retirement plan (SERP) and individual pension plan (IPP) products

It will also help you understand what sets us apart and why we are a prime partner for providing such solutions to your clients.

 

Group Benefits and Retirement Solutions: a comprehensive offer

Our flexible, intuitive and wasy-to-manage solutions generate great value for your clients and meet their diverse needs.

 

Should you have any questions about our specialized solutions, please contact your Account Executive.

 

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