Business Solutions
Group Retirement Planning
Dehoney can tailor a comprehensive group retirement plan that will be financially rewarding and offer an attractive incentive to your valued employees.
Most importantly, we'll provide ongoing support. Too often, members of a group plan are given information on the investment options available within their plan, but are left to make the difficult decisions on their own.
Dehoney has a dedicated team who work exclusively with our group and individual retirement clients, providing accurate investment information and assistance during active plan membership, and into retirement as well.
Our team will provide the following services on an ongoing basis:
Annual education seminars for plan members. We'll help your employees review their investments and assist them in making informed decisions.
Sound investment strategies - the most critical step in accumulating enough funds for retirement. In addition to group seminars, we will conduct one-on-one investment counseling meetings with interested plan members.
Ongoing support - your plan members will appreciate knowing who to phone, and having someone they can trust available to answer questions and discuss their portfolios, especially in volatile markets or during life transitions.
Fast response - we pride ourselves on being responsive to our clients. We provide a toll-free line for out-of-town members, and guarantee that even evening and weekend calls will be returned within 24 hours.
Retirement counseling assistance - all plan members approaching retirement are contacted and offered counseling assistance. We offer projections of expected retirement income, assistance applying for and understanding CPP and OAS benefits, and help setting up retirement income plans such as RRIFs and LIFs. We also work closely with your plan administrator to ensure retiring members' funds are transferred quickly and accurately to individual plans.