Retirement and savings

Configurable solutions for retirement and savings plan administration

As one of Canada’s largest providers of administrative solutions for retirement and savings plans, we bring decades of experience developing innovative technologies that can help organizations adapt and thrive in complex environments.

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How we help

Trusted solutions and support

With more than 55 years of expertise integrating pension administration technology, we are committed to partnering with organizations to help minimize effort and maximize returns.

Flexible and scalable

Our administration solutions can be tailored to meet your current and future needs and can support fully outsourced, co-sourced or Software as a Service (SaaS) delivery models.

Member, employer, sponsor and administrator focused

With dedicated experts to support your team, our solutions can help build employee, employer, sponsor and administrator engagement through educational content, robust processes, streamlined communication, paperless processing and an intuitive platform.

Powerful insights

Our integrated solution incorporates data from multiple platforms, including benefits and savings systems and HRIS, giving administrators real-time reporting to help them make informed decisions.

A trusted partner in plan administration

From defined benefit, defined contribution, hybrid and target benefit plans to retirement savings options, we have integrated, intuitive tools for every organization.

DEFINED BENEFIT
Comprehensive support and innovative technology
From complex plan designs to regulatory and legislative changes, we understand the challenges pension administrators face. Our market-leading solution is designed with flexibility and cost-savings in mind.
Our solution has more than 5,000 configurable parameters, and tools to support streamlined integration including adding new plans or tiers, which can help organizations reduce the cost of implementing rule changes by decreasing configuration and testing time.
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What sets our solution apart:
Intuitive design and navigation
Complete suite of pension and pension payroll functionalities
Integrated workflow engine designed by pension administration experts for automated processes
Seamless integration with existing back-office technologies and infrastructures
Stakeholder portals tailored to administrators’, sponsors’, employers’ and employees’ needs
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DEFINED CONTRIBUTION
Delivering precision support and industry-leading technology
Streamline your defined contribution plan management with comprehensive CAP administration, flexible investment options and much more, all managed by our secure, scalable technology.
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What sets our solution apart:
Easy to use enrollment and decision support tools
Robust quality control, service level agreements and performance guarantees
Flexible investment options
Easy integration with other back-office platforms services
Accessible via website and app
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SAVINGS PROGRAMS
Help support the financial health and future of your employees
Our savings programs are designed to be affordable, easy to use solutions that help support the financial health of your employees.
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TELUS Health Savings Program
Our affordable savings program was designed for organizations of all sizes.
Sponsored, governed and administered by TELUS Health, our Group Savings Plan, TFSA and Group RIF/LIF programs can help your employees save for the future.

Universal Program
With no upfront or ongoing costs to your organization, our comprehensive savings program is a secure, affordable and easy to use benefit to help support your employees’ retirement savings goals.
Voluntary Retirement Savings Plan (VRSP)
As a registered VRSP provider, we offer an easy, affordable solution for organizations in Quebec to help their employees grow their retirement savings.
By offering a number of integrated payroll solutions, we can help simplify contribution remittance organizations. .
This service is only available in Quebec.

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Consulting services
Holistic retirement and pension consulting services
Our multi-disciplinary team of experts can create a data-driven strategy to help your organization balance risk, cost and opportunity.
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Our areas of expertise include:
Defined benefit & actuarial
Defined contribution
Investment
Governance and legal
Regulatory
Integrated plan management
Financial and retirement wellbeing seminars for plan members
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