iAtoday
RRSP and TFSA | 2025 campaign to support plan members’ financial wellbeing
Group Savings and Retirement January 16, 2025We’re starting 2025 on the right foot with the Make it happen campaign, which promotes the benefits of group RRSPs and TFSAs to plan members.
This campaign is designed to educate plan members about the importance of setting concrete financial goals and adopting strategies to achieve them. It also demonstrates our commitment to the long-term financial wellbeing of Canadians, and helps plan sponsors remind plan members of the benefits of these valuable employee benefits.
Within the framework of this campaign, we have prepared:
- An email to plan sponsors (see the French version).
- An email to plan members (see the French version), which plan sponsors can forward to them if they wish. RRSP only version (see the French version).
- A leaflet (see the French version) for plan members, demystifying group RRSPs and TFSAs and highlighting the benefits of these two savings vehicles. RRSP only version (see the French version).
We’ll also be discussing this in our newsletters to plan members at the beginning of the year.
The campaign will run throughout January and February.
Tax deduction for 2024
Of course, since we’re in the middle of RRSP season, we invite plan members to make their contributions before March 3, 2025, to benefit from a tax deduction for the year 2024. We will be publishing a news item on this subject in My Client Space until early March.
Your employees are supported at each step of their total wellbeing journey through advice and resources that best fit their needs.
Also in this issue
- Insights: Our new thought leadership space
- Group FHSA | One step closer to homeownership
- 2024 at a glance | The year’s highlights in under a minute
- Government programs | Overview of the 2025 parameters
- Viewpoint | The decumulation challenge
- Contribution processing deadlines for the 2024 tax year
- What’s new in the investment fund lineup?
- Benefits Canada Healthcare Survey | Thoughts from our expert
- Group insurance | À la carte inclusive coverage for a tailor-made program
- Customer Service | Our refreshed training program pays off
- 2024 tax return | Practical list of all plan members’ medical and dental expenses
- Winning $1,000 was easy! ... for Elana Wishnevsky