Retirement Benefits
Programs

Saving for a comfortable retirement is on the minds of most Canadians.

River Oaks Insurance will help employers develop and implement a plan to suit their specific retirement goals.

Our Process

  • Analysis

    Analyzing any existing plans in relation to your goals and objectives, or assessing requirements for new plans

  • Benchmarking

    Benchmarking the contribution formula against industry competitors

  • Fund Advise

    Advising on appropriate investment funds and default fund

  • Cost Comparison

    Comparing investment management fees (IMFs)

  • Governance

    Reviewing plan governance processes to ensure compliance with CAP Guidelines

 

Retirement Seminars &
Employee Education

Our services will coordinate education sessions throughout the employee lifecycle. Through personal consultations with all staff, we offer valuable services for your employees.

  • Basic pre-retirement planning concepts
  • Retirement income requirements & projections
  • Reviewing government benefits
  • Lifestyle & retirement budgeting ideas

Build Your Perfect Plan