Innovations in technology are transforming the way your clients interact with HR systems, payroll, and group retirement plans. More and more, employers are looking to you for guidance in evaluating the technology best suited to meet their business needs – with important factors like digital user experience, process automation, cybersecurity, and how well providers keep …
As Canada’s first low-fee, digital group retirement platform that supports plan members for life, Common Wealth Retirement has partnered with BlackRock® on a streamlined and research-supported investment strategy designed to deliver the best possible risk-adjusted returns to help plan members grow their retirement wealth. Listen to our extended interview with Farzan Qureshi, Director, Retirement Solutions, …
Target date funds: A leading investment strategy for group retirement plans Read More »
Change is on the horizon for group retirement advisors and plan sponsors. Canada’s top financial services regulators have made several recommendations to improve the CAP Guidelines – recommendations that follow global trends and have received broad community support. Learn how Common Wealth aligns with recommendations to help your clients future proof their retirement benefits. Total …
Attracting and retaining top talent is a challenge for small and medium-sized businesses in today’s labour market, and adding workplace retirement benefits to their total compensation package can help employers gain a competitive edge. After completing this course, you’ll be able to explain: The business drivers for group retirement The gaps in the retirement landscape and …
CW 101: Expanding the retirement benefits opportunity through innovation Read More »
You’ll leave this course with a greater understanding of the Common Wealth sales process and the experience your clients can expect, from prospecting, to plan design, contracting and employee onboarding. Common Wealth’s customer journey The employer onboarding experience Prospecting and renewal strategies Total course time: 15 minutes CE Credits are accepted by the Institute for Advanced Financial …
CW 102: Selling and supporting group retirement plans Read More »
Common Wealth is an award-winning digital retirement platform, earning awards for innovation in plan design from the international wealth-management publication Pension and Investments, and for pension leadership from Canadian Investment Review magazine.
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