We create a plan that allows your employees to take control of their financial future.

It’s important for plan sponsors to be diligent in the proper monitoring and ongoing governance of their group pension plan and employees expect this too. Lawrie Insurance Group pension specialists are pleased to provide plan sponsors with best practices to mitigate risk and increase employee satisfaction.
Our analysis includes a determination of the type of plan that best suits your needs, whether it is a Defined Benefit Plan, a Defined Contribution plan or an alternate approach to saving for retirement (e.g. flex plans or Individual Pension Plans for key executives).

Working closely with employers, we provide a number of services including, but not limited to:

  • CAP Guidelines
  • Service provider selection & tendering
  • Fund manager searches
  • Plan documentation
  • Annual reviews & assessments
  • Plan design
  • Fund performance reporting
  • Employee communication
  • Plan compliance

For employees, services include:

  • Individual employee meetings
  • Group seminars
  • Pre-retirement planning

Contact Us Today!

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