Plan Set-up

Sound governance is a must when setting up a group retirement plan. It ensures you’re meeting your obligations as a plan sponsor, and reduces your exposure to lawsuits. With our in-house expertise and advice, we can help you manage risk by ensuring you have the right structures and practices in place.

To get started with your planning, you’ll want to acquaint yourself with the different types of plans available, the activities required, and the timelines involved. We’ve created some key highlights below to help you get going:

 Contact us to learn more about how we can help you set up your group retirement plan.