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Normandin Beaudry

Savings plans

Design and implementation of savings plans

  • New plan design and implementation (defined contribution plans, RRSPs/DPSPs, share purchase plans or voluntary savings plans)
  • Search for service providers for plan administration
  • Analysis of potential plan changes
  • Design and implementation of communication strategies aimed at promoting the understanding and appreciation of the plan during accrual and disbursement periods
    • Opinion surveys and employee consultation
    • Web tools, simulators, animated educational videos, webcasts, webinars
    • Presentations to employees

Support for governance committees

  • Analysis of the plan (design, functioning, governance, investments)
  • Establishment of governance rules in accordance with CAPSA rules
  • Analysis, simplification and quick information concerning any new legislative changes
  • Participation in governance committee meetings
  • Training tailored to the needs of governance committee members
  • Monitoring of service providers
  • Plan amendments and registration with government authorities

Monitoring of the investment management structure

  • Preparation/revision of investment policies
  • Optimization of the management structure and lifecycle funds
  • Analysis of investment funds offered by service providers
  • Evaluation and monitoring of the performance of funds and investment managers