Defined Contribution Plan Summit
A leading Canadian-based financial services company operating in 19 countries and territories worldwide, Manulife Financial offers clients a diverse range of financial protection products and wealth management services through its extensive network of employees, agents and distribution partners.
Solutions that meet clients’ needs
For more than 50 years, Group Savings and Retirement Solutions has been helping clients meet their retirement savings goals. We know each client has distinct needs and their plan members have a variety of retirement savings and income goals. Manulife ensures clients and their plan members receive superior support and service.
Flexible products plus superior service
Group Savings and Retirement Solutions offers a range of flexible plan designs build around
- Defined contribution registered pension plans
- Registered and non-registered savings plans
- Deferred profit sharing plans
- Investment-only plans and
- Share ownership programs
- A group retirement income plan
Strong Investment Options
Manulife maintains active partnerships with Canada’s leading fund managers to provide a range of investments that suit new and experienced investors. Guaranteed interest accounts and segregated funds are central to our group investment offering which includes asset allocation funds and retirement date funds.
Plan Sponsor Support
Expert support complemented by a powerful suite of electronic services and a comprehensive series of electronic reports ease the daily requirements of administration for plan sponsors and their administrative staff members.
Online Governance Support
This unique online resource delivers essential information plan sponsors need to meet governance requirements. The Centre includes an online tool that draws on real-time data to help sponsors generate an annual Capital Accumulation Plan Report for each of their plans.
CAP Trends & Thoughts
This quarterly news piece accompanies plan sponsor statements and features the insights of leading behaviourial finance expert Dr. Shlomo Benartzi whose research targets plan member behaviour and engagement strategies.
Innovative Member Communications
The Member Progress Report introduced in 2007 puts key details including account balance and estimated annual retirement income on page one where they’re easily observed. Messages reminding members about required actions are also set up front for prompt attention.
Personalized newsletters based on member age and savings behaviour accompany statement mailings to give members tailored information that suits their needs.
Estimated annual retirement income and strategies for boosting results
Manulife’s award-winning Steps Retirement Program® uses members’ real time data to provide an evolving estimate of annual retirement income. No calculations or effort required – the estimate displays automatically on statements and the secure Internet sit. When members set a goal, they’re provided with strategies to help them reach that target if their estimate and goal differ.
Visit GSRS at www.manulife.ca/GRO for news, updates and demonstrations.
For more information, contact Jennifer Hughey Editor, Conferences & Online Events.
This page was last updated: October 18, 2009
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