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Group Investments
Navigating the complicated Group Investments market can often be challenging task. With advice, education and advocacy from the BP Consulting Group, we’ll help your organization achieve your goals.
Assess
We assess the current situation and, if necessary, redesign the existing Retirement Savings Plan to meet both the employees and the employers’ needs and by extension their corporate philosophy. We benchmark the Carriers, monitor the plan design and measure the performance of the investments on an annual basis.
Coordinate
We put a concerted effort to make sure employers meet or exceed all fiduciary obligations. BP Consulting will act as your organizations advocate with regulators and insurance carriers. Our pension consulting services are available in Canada and USA.
Communicate
Customized and meaningful member education delivered onsite in the organization's preferred media. With the aim of establishing the most effective communication and education platforms.
Support
Utilizing the coaching tools provided by BP Consulting and the chosen carrier, all plan members will have access to ongoing support and consultation to help ensure they are meeting their long term goals.
Manage
Consulting, administrative and actuarial services for active Defined Benefit Pension Plans (DBPP) as well as those that are transitioning to Money Purchase Plans such as Group RRSP’s Deferred Profit Sharing, and Defined Contribution Plans. Consider us as one of the top group benefit providers in Canada and USA.
Retire
We will provide our advices and services even after your employee has retired as part of our commitment to your organization. When an employee retires, they will be contacted by one of our specialist that will walk them through the best financial vehicle that will satisfy their unique needs (e.g., Life Income Fund (LIF), Locked-in Retirement Income Fund (LRIF), Registered Retirement Income Fund (RRIF) or Life Annuity).
It’s always the little pieces that make the big picture. We can help you solve it.
Our team of consultants are happy to customize a holistic plan at a moments notice.
A Few Of Our Satisfied Clients
Louis Selmeci
Valerie Winder
Chad Doiron
Ryan Geerts
Adriano Martorano
Matthew Aceto
Request a Call Back
Ready to get started? Submit our form to request a call back and we will get back to you as soon as possible. You can also give us a call at +1 877 228 3388 or email us.
1.877.228.3388
info@benefitspensions.com