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Products & Services

Retirement Services

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

Investment Products
The investment funds available through your plan are managed by experienced, professional investment managers.
Performance Comparison
Past performance is one key indicator on how well a fund manager's philosophies have worked in the past.
Tools & Calculators
Member/Plan Sponsor Logon
Services

 
Online services are completely secure and free to use.

​Questions?


Call us today at

1.800-263-9120

or email us at

rps@cumis.com.

​Contact Us


If you have general questions simply contact us by using our contact form or call us at 1.800.263.9120

Monday to Friday
8 a.m. - 8 p.m. EST