We know what’s essential to build a Pension Benefit Package that’s right for you!
EFFECTIVE PENSION PLAN MANAGEMENT IS ESSENTIAL TO THE FUTURE OF YOUR EMPLOYEES.
At Optimal Benefits, we are dedicated to deliver the best Group Retirement Services in Canada by facilitating peace of mind to Plan Sponsors and helping Employers achieve life time Financial Independence for your employees and their families.
WE GO OVER AND ABOVE: STAY ON TOP OF THE GAME
Plans need to be prepared to deal with ALL challenges
Communication is vital to the success of any Group Retirement or Savings Plan. The Optimal Benefits Team works in partnership with plan sponsors and our plan advisors to provide exceptional education and communication services for plan members to achieve financial independence.
Financial Advisor Assigned for your employees
It all begins with enrolment meetings customized to your client's Group Retirement Program and communicated by our experienced representatives. Our Customer Service ensures that your plan members have immediate access to a qualified professional for information and assistance with all aspects of their company-sponsored plan.
Administrators & Employees Online Management
From online enrolment to online termination and everything in between. Our Plan Member Services website provides plan members with easy, convenient access to their group retirement plan account as well as plan details, educational information and asset allocation and retirement planning tools.
We offer a series of financial planning, retirement planning and estate planning seminars. Our representatives are experienced and hand-picked, based on rigorous qualification standards, like CFP (Certified Financial Planners). We have formed alliances with best investment providers in offering tailor-made employee programs.
Our Value Proposition
Our leading providers offers customized Employees Retirement Plans. Those alliances allow us to provide a one-stop centre of excellence for our clients. We can help provide the expertise, the tools and the education to your plan members. They will have the tools to make informed investment decisions
RETIREMENT MIGHT BE OVER-RATED, BUT WE MAKE SURE YOUR EMPLOYEES GET THE BEST PLAN IN PLACE.
Find the plan that is right for you!
Your source for industry needs and information.
We want to share our knowledge and expertise with you.
Tailored Plan: To suit your business needs
Organization and Guidance
Clarity and Confidence
Knowledge and Perspective
Simplification and Integration
Great Pension Plan to suit your needs!
To make sure our Clients get the Best Value, our Team continually analyzes
products & services, and foresees any market trends.
EFFECTIVE PENSION PLAN MANAGEMENT
Essential to Future of all Organization
Internet Access for you
We recognize the importance of keeping our clients informed, which is why we offer Plan Sponsor Services website access. You can zoom in on details, look at plan demographics, download information and create customized graphs in a way that can't be replicated by paper reports. Plan members are able to follow, make changes and modify your profile directly online, 24/7 at their own leisure.
Optimal Benefits ensures that our policies, processes and systems meets high-standards of business practices and operational transparency. We understand that our business practices have a direct impact on our clients. We want our clients
and their plan members to feel confident with our products and services and that each one is supported by well-defined and regularly monitored processes and procedures.
Group Retirement and Savings Plan Options
Optimal Benefits can custom-design a plan to meet the needs of any business. Our plans include: Defined Contribution Pension Plans, Group Registered Retirement Savings Plans, Multi-level Profit Sharing Plans, Simplified Pension Plans, Non-registered Savings Plans. We also offer employees in providing extra savings vehicle, like TSFA Accounts.
Benefit Solutions – Investment Management
When selecting your funds, we can help. Optimal Benefits offers a diverse selection of investment funds through our Investment Selection. Plan members can take full advantage of a range of investment styles and market cycles. Our investment plan providers are chosen with care, based on a thorough review
of their performance and commitment to their business.
We also offer the following innovative features:
Customizable Asset Allocation funds
Tax-Free Savings Account – TSFA
Talk to one of our representatives and find out how Optimal Benefits can provide you with
the Group Retirement and Savings Plan your plan members need.
Tax-Effective Health Benefits
Gain competitive edge in the job market an affordable way to help protect employees and their families with tax-effective form of compensation, by offering Health Benefits.
PENSION PLAN SAVINGS FOR EVERY BUSINESS
Achieve Real Savings your Pension Plan Management Fees with our many unique products and services.
It all adds up!
A well-managed Pension Benefit Plan works for everyone.
From small, local businesses to large organizations.
Our clients benefits from our value-added services with our innovative and proactive approaches to Group Plan Management. We offer training, tools, approaches and proven experience to ensure your plan dollars and plan philosophy align to create a well-suited, affordable and sustainable benefits plan for your employees.
Get the right Specialist assigned to your business.
making it easy to succeed in business!
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