How to know when it's time to upgrade your retirement plan

How to know when it’s time to upgrade your retirement plan

With inflation, the higher cost of living, and an increasing trend of resignations, many employers are focused on retention and financial wellness tactics to avoid employee replacement costs and lost productivity.

One way employers can help their employees save more money while boosting retention is by switching to a modern, low-fee retirement plan that employees keep for life. Unlike traditional retirement plans that hike up fees when members leave, Common Wealth members retain a low fee, which means your clients stay engaged with you throughout their career and into retirement.

Our modern tech stack makes it easy to transfer plans, and gives employers a paperless, digital experience for easy onboarding and administration.

Show your clients how to switch and save! Visit the Remarketing Campaign section on the Resources page to download the 1-pager and email script.

Questions?

We’re happy to help. Reach out to your Account Executive or book a call with our advisor support team.

Common Wealth

Common Wealth

Common Wealth is on a mission to make it possible for every Canadian to have a financially secure retirement. We provide a quick and easy retirement planning and saving experience, powered by a turnkey digital platform.

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