Group Planning & Business Solutions

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We are group planning experts. Bring us in to educate your team or review their options upon retirement or termination.

What we offer

  • Personalized one-on-one sessions for employees up to 10 years before retirement – helping them to prepare for and transition into retirement
  • Assist retiring employees with understanding the retirement options available to them and helping them select the option that is in their best interest
  • Review severance package options with employees during workplace re-organizations
  • Actuarial services for small to mid-sized defined benefit pension plans and post-employment benefit plans
  • Custom webinars for employees to explain pensions and planning options for retirement based on their specific plan
  • Live group seminars on retirement planning options

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