Our wide range of one-stop solutions and expert advice can help organizations improve the overall health of their plans and achieve their goals.
It’s also a clientele comprising:1 Information as at September 30, 2023
iA Financial Group is more than 80 years of experience and over 300 group retirement savings employees.
Extensive team of specialists
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.