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
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Analysis
Analyzing any existing plans in relation to your goals and objectives, or assessing requirements for new plans
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Benchmarking
Benchmarking the contribution formula against industry competitors
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Fund Advise
Advising on appropriate investment funds and default fund
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Cost Comparison
Comparing investment management fees (IMFs)
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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