Strategy and Advisory
- —Needs analysis
- —Surveys
- —Plan design or review
- —Market benchmarking
Group Retirement Savings Plans
Encouraging your employees' or members' savings and retirement readiness.
Our Services
Cost Optimization
- —Requests for proposals and provider selection
- —Annual review
- —Fee and options analysis
- —Optimization recommendations
Turnkey Support
- —Ongoing strategic support
- —Training and support for plan administrators
- —Managing complex situations
- —Provider relations
Communication and clear explanation accompany each of these mandates: presentations, meetings with your employees or members, training sessions, webinars and reference tools tailored to your organization.
Personalized Communications →Plan Options
- —Group RRSP
- —DPSP (Deferred Profit Sharing Plan)
- —Simplified Pension Plan (SPP)
- —Defined Contribution Pension Plan (DCPP)
- —VRSP (Voluntary Retirement Savings Plan)
- —Group TFSA
- —Group FHSA (First Home Savings Account)
ALX supports you in setting up, optimizing and evolving your group retirement savings plan.
Schedule an introductory meeting →