Group Benefits
Our Plan Features:
- Health & Dental coordination with NIHB/FNHA
- Long Term Disability claim submission and assistance
- Service Specialists who are dedicated to servicing
- Service Agreement which helps to ensure that the Employer’s expectations are met or exceeded
- Traditional Healers recognized as providers under the Employee Assistance Program
- On-line access for Employees and Employers
- Employee meetings
- Plan Administrator Training
- Rate and Renewal analysis
- Retirement transition
- We conduct quarterly on-line learning opportunities for Plan Administrators and Staff
- Assistance with reporting: Annual Information Returns, Band Employee Benefits, Employee Insurance Rate Reduction.
- Localized Annual Workshops
- Annual National Conference
Group Retirement
- Tax Exemption for Registered Pension Plans: We ensure thorough compliance with tax exemption rights for Status individuals where applicable.
- Funding Services: We offer application support for Band Employee Benefits (BEB) and Band Support Funding (BSF) to help you fully leverage available funding from ISC.
- Annual Information Returns: AIR filing program for OSFI plans when administrators need thorough filing assistance.
- Financial Advice: Licensed Financial Advisors are readily available to help your employees navigate investment risk tolerance and portfolio allocation and retirement income planning assistance for those approaching retirement.
- Terminated Employee and Retiree Services: Our services extend to those that have left your organization. If your former employees require benefit plan conversion services and retirement plan transfers, our Advisors specialize in serving their needs.
Value-Adds of Working With an Advisor
- Benefits of Pension Consolidation:
- Minimize Risk: Reduce the likelihood of losing track of pension assets.
- Confirm Tax-Exemption: Ensure your tax-exempt status is accurately maintained.
- Ensure Accuracy: Verify and update account information, including beneficiary details.
- Investment Review: Regularly review investments and implement necessary adjustments.
- Simplify Tracking: Easily track all your investments in one place.
- Timely Projections: Access timely and accurate pension projections.
- Individual Plan Guarantees: Benefit from certain guarantees such as maturity and death benefit guarantees.