Program Overview

As a Canadian employer you know that government security programs may not provide enough for you to retire on. 

A robust retirement program, backed by secure partners is the key to attracting and retaining top employees in today’s marketplace.  Whether you are looking for a program for your credit union or are a commercial client of a credit union, CUMIS delivers significant value to your organization and your employees with group retirement solutions. 

Our programs feature flexible, tax-effective, and cost-efficient retirement savings plans with customized educational programs that respond to the needs of your credit union or business and your employees.

Solutions include:

• Group RRSP’s
• Deferred profit sharing plans
• Defined contribution pension plans
• Defined benefit pension plans
• Individual pension plans
• Investment only plans
• Supplemental employee retirement plans
• Group tax-free savings accounts

Core services include:

• Complete plan setup, administration, recordkeeping, investment services, employee education and plan sponsor support
• Selection of diversified, investment products; including strategic alliances with seven fund managers with access to over 45 investment funds.  Selection is customized per client based on your requirements 
• Customized educational material and employee sessions 
• Website and call centre services
• Support for the plan sponsor for plan reviews and compliance with national regulator guidelines

 Contact Us today to learn more about Retirement Services from CUMIS.