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