CORPORATE SERVICES

Slide 1
Group Retirement Savings Plans
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Owen & Associates Group Retirement

A group retirement savings plan can be an integral piece of a group benefits plan. These plans provide employees with financial security and a strong connection to their company. Owen & Associates offers numerous years of experience in the retirement planning industry providing advice to a wide range of pension plan sponsors in both the private and public sectors. Our team will assist in structuring the appropriate type of plan.

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Like our Group and Administration Services, our Retirement Services take a collaborative approach, whereby each of our clients has access to vendor actuaries with direct client knowledge. Our team provides day-to-day support on a dedicated basis and supports.

  • Group Retirement Program Plan Design and Review Services

  • Plan Document Creation and Review Services

  • Direct Administration Services

  • Regular Stewardship Reporting for CAP Plans

  • Pension Plan Regulatory Support

  • Employee Communication and Engagement

Owen & Associates Group Retirement
Group Benefits-09

08: Compliance Maintenance

  • Provide relevant information and expertise
  • Compliance review
  • Retirement program reporting and CAP guidelines
  • Ongoing tax reporting support
Group Benefits-08

07: Annual Renewal Review & Strategy

  • CAP Reporting
  • Pension Reporting
  • Proposal construction, review, and execution
  • Fund Fee reduction negotiations
  • Annual review
Group Benefits-07

06: Day-to-Day Support/ Impromptu Tasks

  • Eligibility concerns
  • Plan inquiries
  • Withdrawal inquiries
  • Account management issues
  • Insurer customer service inquiries
  • Miscellaneous inquiries
  • Insurer performance management
  • Special requests/projects (as directed)
  • HR department support
Group Benefits-06

05: Employee Engagement

  • Monitoring trends and developing communication strategies
  • Event planning and project management
  • Promoting employee education and plan developments
  • Financial Wellness
  • Employee inquiry support
Group Benefits Diagram
Group Benefits-02

01: Implementation Guidance

  • Benchmarking to US or Global Plans and Canadian market practice, and current trends
  • Financial Analysis of total estimated costs
  • Education on differences between Canada and other countries
  • Assess and prepare applications
  • Review implementation timelines
  • Review proposed agreements
  • Participate in implementation meetings
  • Monitor progression
  • Ensure appropriate taxation at implementation
Group Benefits-03

02: Agreements & Plan Documents

  • Review accuracy of plan designs, modifications, certificates, and amendments
  • Provide feedback on all administrative agreements and contracts
  • If required, liaise between legal counsel and vendors (if required)
Group Benefits-04

03: Enrolment Assistance/ Communications

  • Communication strategies, creation, review & support, as requested
  • Onsite, in-person & recorded enrolment assistance
  • Ongoing regular employee education
  • Financial Wellness
Group Benefits-05

04: Financial Analytics & Reporting

  • Plan design review
  • Annualized forecasting projections
  • Pension Reporting Requirement guidance
  • CAP Guideline Reporting
  • Fund Performance Review and Recommendations
Group Benefits Diagram
Group Benefits-02

01: Implementation Guidance

  • Benchmarking to US or Global Plans and Canadian market practice, and current trends
  • Financial Analysis of total estimated costs
  • Education on differences between Canada and other countries
  • Asses and prepare applications
  • Review implementation timelines
  • Review proposed agreements
  • Participate in implementation meetings
  • Monitor progression
  • Ensure appropriate taxation at implementation
Group Benefits-03

02: Agreements & Plan Documents

  • Review accuracy of plan designs, modifications, certificates, and amendments
  • Provide feedback on all administrative agreements and contracts
  • If required, liais between legal counsel and vendors (if required)
Group Benefits-04

03: Enrolment Assistance/ Communications

  • Communication strategies, creation, review & support, as requested
  • Onsite, in-person & recorded enrolment assistance
  • Ongoing regular employee education
  • Financial Wellness
Group Benefits-05

04: Financial Analytics & Reporting

  • Plan design review
  • Annualized forecasting projections
  • Pension Reporting Requirement guidance
  • CAP Guideline Reporting
  • Fund Performance Review and Recommendations
Group Benefits-06

05: Employee Engagement

  • Monitoring trends and developing communication strategies
  • Event planning and project management
  • Promoting employee education and plan developments
  • Financial Wellness
  • Employee inquiry support
Group Benefits-07

06: Day-to-Day Support/ Impromptu Tasks

  • Eligibility concerns
  • Plan inquiries
  • Withdrawal inquiries
  • Account management issues
  • Insurer customer service inquiries
  • Miscellaneous inquiries
  • Insurer performance management
  • Special requests/projects (as directed)
  • HR department support
Group Benefits-08

07: Annual Renewal Review & Strategy

  • CAP Reporting
  • Pension Reporting
  • Proposal construction, review, and execution
  • Fund Fee reduction negotiations
  • Annual review
Group Benefits-09

08: Compliance Maintenance

  • Provide relevant information and expertise
  • Compliance review
  • Retirement program reporting and CAP guidelines
  • Ongoing tax reporting support
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Group Benefits

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Third-Party Administration

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International Services

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