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

  • Connector.

    Analysis

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


  • Connector.

    Benchmarking

    Benchmarking the contribution formula against industry competitors


  • Connector.

    Fund Advise

    Advising on appropriate investment funds and default fund


  • Connector.

    Cost Comparison

    Comparing investment management fees (IMFs)


  • Connector.

    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