Group Pension & Retirement
Strategy, tactics and execution: a well-run retirement program relies equally on each phase - assessing corporate needs; studying and selecting effective and superior plan options; and effective communication to ensure that every employee is motivated to participate.
Decades of experience position us to help you develop, implement and manage plans designed to fit your needs. Our dedicated team provides ongoing support to optimize the benefit for each participant and maximize the value for each client.
Common Retirement Solutions include:
- Group Retirement Savings Plans
- Defined Contribution Pension Plans
- Defined Benefit Pension Plans
- Deferred Profit Sharing Plans
- Individual Pension Plans
By utilizing a thorough fact find, EBS Associates ensures that the retirement plan design created and implemented, mirrors your corporate philosophy. Services we perform during this process can include:
- Assessment and recommendations on plan design
- Actuarial valuations and costings
- Tendering of plan specifications to potential suppliers
- Plan administration assistance
- Assistance in the selection of asset managers
- Employee meetings and communications
- Ongoing monitoring of investment performance
- Review of investment expenses
- Ensuring all plans are registered and all compliance issues are addressed
To receive information on how a custom-designed Pension & Retirement Plan will address your objectives, your budget, and your employees' needs select the Online Request Info feature in side bar.