Customized employee retirement planning to meet your organization’s needs
Penmore Benefits Inc.’s cost-effective coverage and personalized hands-on approach has gained the trust of our family of clients.
The select insurers who work with us also have our trust. We only recommend their products if we know their goals align with yours.
We work to minimize the time and expense associated with the administration and management of your employee retirement plans.
Penmore Benefits Inc. is a member of The Benefits Alliance Group, an organization of benefits consultants who provide superior advice to their clients with respect to the design and management of group retirement arrangements.
As a member of the Benefits Alliance, Penmore Benefits Inc. enjoys the support and strength associated with membership. www.benefitsalliance.ca/
Corporate Retirement Planning Services
Renewal Consultation: Annually, we review and grade your carrier’s performance against your company’s goals and objectives. We ensure compliance, offer recommendations for plan changes, if indicated, and analyze relevant market trends.
Market Evaluation: We compare your existing and prospective plan’s administration, services, investment options and investment returns against other prospective plans to ensure you benefit from the competitive marketplace.
Plan Communication: Facilitated by Penmore Benefits Inc. and designed to meet your communication needs, employee meetings are an opportunity for us to help explain the plan, enrol employees and answer questions.
Investment Committee and Investment Policy: We will help you establish both an investment committee and an investment policy. We facilitate annual investment committee meetings and update you on plan changes, tax law changes, due diligence and other issues.
Support: We liaise with plan administrators and reduce the time your staff spends troubleshooting problems and making changes.