Our comprehensive range of actuarial and administrative services, as well as our multiple investment choices, enable organizations to optimize plan management. These services are backed by the expertise of our experienced team of pension and insurance actuaries and our competitive rates.
It’s also a clientele comprising:
- Over 11,600 plan sponsors
- Over 568,000 plan members
- Over 69,000 retirees1
iA Financial Group is more than 80 years of experience and over 300 group retirement savings employees.
Extensive team of specialists
Multiple innovative investment options
Our robust platform offers various investment options, including one of the industry’s largest selections of direct alternative funds and funds specifically chosen for defined benefit plans, to construct diversified and optimized portfolios. Our diversified platform includes:
Online experience
My Client Space, our secure website, offers a highly user-friendly environment recognized and awarded in the industry. It provides timely and easy access to information such as:
Cost and time savings from a one-stop shop
Choosing us for several aspects of the plan (actuarial services, investment management and administration, custodial services, etc.) can simplify its management and save organizations significant time and money.
Furthermore, we can simplify and expedite any fund changes, reducing associated costs. We make it easy for plan sponsors: no need to go through costly and lengthy contract negotiations with managers or deal with asset transfer coordination. Also, custom pricing can apply when combined with other Group Savings and Retirement services.