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905-471-7170
info@hjgroup.ca
9:00-5:00 Mon-Fri
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Health & Dental Benefits
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Contact Us
905-471-7170
info@hjgroup.ca
9:00-5:00 Mon-Fri
Get a quote
What We Do
Health & Dental Benefits
Group Retirement Benefits
Individual Benefits
Estate Planning
About Us
Meet The Team
Behind the Scenes
Managing Partners
Perks We Offer
Testimonials
Live Real
Contact Us
Retirement Plan Pulse Check
A short quiz to uncover opportunities for improving your company’s retirement plan.
Start your quiz
Step 1 of 11
9%
What type of retirement plan do you currently have?
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RRSP
DPSP
Defined Contribution Pension Plan
Defined Benefit Pension Plan
I'm not sure
Are you aware of your fiduciary duties as a plan sponsor?
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Yes, fully aware
Somewhat aware
No, I need more information
Do you review or support the following CAP (Capital Accumulation Plan) requirements? (Select all that apply):
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Have a pension committee
Regularly check the management fees of your plan with your advisor
Verify that employees are properly invested
Conduct regular plan reviews
None of the above
Do your employees make their own investment decisions?
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Yes, without any guidance
Yes, but with some guidance
No, we provide managed solutions for them
I’m not sure
Most Canadians admire the Ontario Teachers’ Pension Plan for its strong and consistent investment returns. If you could offer your employees a professionally managed plan with similar benefits, would you be interested?
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Yes
No
I need more information
Offering a well-managed retirement plan like the Teacher’s Pension can result in higher returns of 5%-7%, compared to 3%-5%. Would you consider changing your plan to help your employees achieve higher returns?
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Yes
No
I need more information
Do you feel your current plan provides enough financial education to your employees?
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Yes
No
I'm not sure
Would you be interested in offering more resources or guidance to help your employees make informed financial decisions?
Yes
No
How often do you meet with your retirement plan advisor to review the plan's performance and fees?
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Annually
Semi-annually
Quarterly
Never
Would you like more frequent reviews to ensure your plan remains competitive?
Yes
No
How important is it for your employees to feel secure about their retirement savings?
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Very Important
Somewhat Important
Not Important
Would you be open to enhancing your plan to improve employee satisfaction and retention?
Yes
No
Based on your answers, it looks like we could help improve your retirement plan. Would you like to schedule a free consultation to explore options tailored to your company's needs?
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Yes, schedule a consultation
No, but I'd like more information
Not at this time
All done!
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