Confidently plan for the future
The JDB Group designs, supports and manages many sizes of group RRSPs and pension plans for our clients and their employees. Key to this success is an elevated commitment to service and education – ensuring clients have all the tools needed to manage staff communications, expectations and changing needs.
GUIDANCE ♦ OPTIMIZATION ♦ COMPLIANCE
- Plan design and funding optimization
- Governance oversight and compliance
- Focus on regular reviews of investment options to identify any gaps and ensure that they meet the needs of their employees
- Work collaboratively with client management and all insurance companies to implement changes
- Monitor fee structures to ensure that they are in line with industry standards for asset size and mix
- Produce customized and relevant employee communications
- On-going updates on legislative or market trends
- Provide guidance and assistance on mergers and acquisitions, and participate in any unionized Collective Bargaining agreement implementation
What our clients say
I have worked with the SBM team for almost 25 years. Their depth of experience provides excellent guidance to enable implementation of comprehensive coverage plans at competitive pricing. Over the past year we have been acquiring additional companies and trying to standardize levels of coverage. The entire SBM team assisted with the gathering of information on the current status of benefit and pension plans on-site at each location, researched records, analyzed the data and made recommendations. Implementation was perfect with no hiccups. The SBM team treat our business as if it was their own.
Rachel Pineault – Director of Human Resources, Canadian Operations