BENEFITSCONNECT
Contact: Andrew Noble, Managing Director of Group Savings
Address: 36 York Mills Rd, Suite 201, Toronto, ON, M2P 2E9
PH: 416-779-5990
Email: [email protected]
Web: benefitsconnect.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits: $15M; Group Pension Assets: $105M
Products/Services: Plan design, benchmarking, investment monitoring, brokering, carrier negotiations, compliance certification, governance reviews, member communication strategy & materials, financial education, plan administration
CO-OPERATORS LIFE INSURANCE COMPANY
Contact: Brian Will, AVP, Group Retirement & Savings Sales
Address: 1900 Albert Street, Regina, SK, S4P 4K8
PH: 1-800-263-9120 ext 615005
Fax: 1-844-808-2909
Email: [email protected]
Web: cooperators.ca
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits: $463M; Group Pension Assets: $3,513M
Products/Services: Products include: Group Registered Retirement Savings Plans; Deferred Profit-Sharing Plans; Defined Contribution Pension Plans; Simplified Money Purchase Plans; Tax-Free Savings Accounts; Investment-Only Plans; Group Retirement Income Payout Plans; Deferred Salary Leave Plans; Defined Benefit Pension Plans; Group Annuities. Services include: Admin/Record-keeping; Diversified Investment Solutions; Member Education (in-person/online); Virtual Retirement Planning & Investment Advice; Sponsor Governance Support
COMMON WEALTH
Contact: Matt Iannuzzi, Senior Manager, Partnerships
Address: 77 King Street West, Suite 2130, Toronto, ON, M5K 1E7
PH: 855-683-2030
Email: [email protected]
Web: commonwealthretirement.com
Products/Services: Innovative Products: Common Wealth is Canada’s fastest-growing group retirement provider. Winner of the Pensions & Investments Innovation in Technology award, the modern platform offers a superior digital experience with fast, easy set-up and administration of group plans. Integrated Group RRSP, Group TFSA, DPSP, RRIF, DCPP and highly flexible matching options. High-quality institutional investments from BlackRock®,
RBC Global Asset Management, and Mackenzie Investments, and annuity options from Blumont Annuity with modern record-keeping technology. Members benefit from low fees for life, built-in personalized retirement planning that projects retirement income, including government benefits, automatic investing, and a mobile app to track retirement readiness. Superior Services: Online education, dedicated access to retirement specialists for sponsors and members, customizable enrolment materials, team education. Advisors: Full-service sales and marketing programs, seamless sponsor transfers and guided onboarding. Client Profile: All company sizes.
DESJARDINS INSURANCE
Contact: Chris Walker, Regional Vice-President – Business Development and Investment Strategy
Address: 95 St. Clair Ave. West, Toronto, ON, M4V 1N7
PH: 416-938-9359
Email: [email protected]
Web: desjardinslifeinsurance.com
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits, $4,243M; Group Pension Assets, $31,899M
Products/Services: Plan Member Education; Financial Planning; In-Plan Advice & Guidance; Plan Management Services; Transfer-in; Investment Solutions; DC Plans; Group RRSPs; DPSPs; First Home Savings Account (FHSA); Non-Registered Plans; Simplified Pension Plans; Individual Pension Plans; Defined Benefit Plans; Investment-only Plans; Single Premium Annuities; TFSA, VRSP, and RIF/LIF/Annuities; Variable Benefits; Supplemental Executive Retirement Plan; Delegated DC; Financial Wellness Centre; Retirement Simulator; Online Investment Advice; Online and Virtual Education Session; Onsite Education; Contribution Limit Monitoring: Online Contribution Rate Management; Customer Service Centre; Transactional & Mobile Secured Plan Member Website: Personalized Member Communication; Secured Plan Sponsor Website; Online Sponsor Reports; Personalized Sponsor Dashboards; Electronic Data Exchange; Eligibility Management
MONDELIS CORPORATION
Contact: Kathy Licata, President & Consulting Actuary
Address: 550 Bingemans Centre Drive, Suite 200, Kitchener, ON, N2B 3X9
PH: 519-804-2895
Fax: 519-579-5010
Email: [email protected]
Web: mondelis.com
Products/Services: Actuarial Services; DB Pension Plans; DB Pension Administration; DC Pension Administration
SUN LIFE
Contact: Ted Singeris, Vice-President, Client Relationships and Business Development and Head of Western Canada
Address: 140–4th Ave SW, Suite 1200, Calgary, AB, T2P 3N3
PH: 416-587-0878
Email: [email protected]
Web: sunlife.ca/workplace/en/group-retirement-services
Net premiums (as of Jan. 31, 2025, based on OSFI): Group Pension Premiums & Deposits, $15,052M; Group Pension Assets: $144B
Products/Services: Group Products: DCPP, RRSP, TFSA, DPSP, NREG, EPSP, VRSP, SPP; SunAdvantage mysavings program; DB-INVO; Group LIF/RIFF; DB offerings and derisking solutions. Services: CAP Record-keeping; Customizable Communication Materials; Online and mobile enrolment; Educational and transactional website for members, plan sponsors and advisors; Mobile app for plan members; Self-serve or assisted online goal-based planning tool for members (Sun Life One Plan); Personalized plan member advice offered at no additional cost; Small Business Centre for sponsors and advisors; Member servicing centre; Customizable education and advice materials; Free Financial Wellness webinar series for members; Sponsor DC delegated program; Transition and Retirement Income Planning and products for members; Onboarding and welcome program for plan members; Access to health resources for members.
Optional savings products offered to in-plan members to complement workplace program, sponsored by Sun Life Financial Trust. Rollover program (Choices) offering RRSP, TFSA, RESP, RRIF, FHSA, GICs, mutual funds, seg funds and annuities. Personalized advice offered to Choices members at no additional cost