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Symbiosis | A comprehensive, one-of-a-kind solution

Top stories February 20, 2025
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Symbiosis allows plan sponsors and administrators to bring their group insurance and group retirement savings plans together under the same partner for a complete, streamlined benefits experience, at a competitive price. An offer that will definitely please your clients.

More and more organizations are looking to combine their employee benefits under the same provider. Always attentive to our clients’ needs, we are offering an integrated and customizable solution.

 

A program with a wealth of distinctive advantages

Elite service

  • Possibility of a single point of contact to streamline interactions with us
  • Greater and more frequent access to our full range of services, including:
    • A team of education specialists with expertise in both group insurance and retirement savings
    • Information sessions and personalized webinars targeting total wellbeing and providing an overview of employee benefits
    • Consolidated specialist-designed promotion and communication strategies
    • Personalized advisory services to improve financial wellbeing

Streamlined administration

  • Access to a data exchange solution
  • Access to flexible plan management tools
  • Governance meetings and consolidated reports: total plan monitoring
  • Implementation process that includes roadmaps, meetings and unified communications

Effective tools

  • Simplified daily plan administration since both plans are bundled in the same location
  • Self-serve tool for plan sponsors and administrators:
  • Digital tools for plan members:
  • Prevention tools to support total wellbeing

Financial benefits

  • Access to a transition allowance for new business
  • Access to the Symbiosis allowance, which can be used, for example, to finance costs related to education, transition (e.g., xConnect), annual meetings and reports

 

The Symbiosis web page: your reference 

To learn more about the program, its eligibility criteria and advantages, visit the Symbiosis web page. 

You can also contact your Account Executive to explore the possibilities offered by Symbiosis.

Please note that we will be sending a communiqué on the Symbiosis program to the plan administrators on February 24:

Consult the English version

Consult the French version

 

When group insurance and retirement plans merge into one advantageous and comprehensive offering, it results in a symbiosis, an all-in-one benefits solution that contributes to the employees’ overall wellbeing.

 

 

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