FOUR STEPS TO IMPROVE YOUR UNION RETIREMENT PLAN
In-depth analysis of your existing group retirement plan.
We complete an in-depth analysis of your current group retirement plan focusing on four key areas – investment options, CAP guideline compliance, cost management and value added services available to plan members.
Creating the right plan for your organization.
We work to understand all aspects of your union including your member demographics, your goals as an organization in regards to helping your members and the group retirement options available in the market. We utilize this information to determine how your plan can be tailored to the uniqueness of your members, reduce your costs and produce long-term returns.
Creating a customized and compliant portfolio.
Once a plan is chosen, we help your union manage changes to the plan which will minimize risk and maximize the long-term results of the investment options. To ensure the best results for the members, we focus on: customized portfolios, transparency, cost management and compliance.
Full service active plan management.
We work to maximize the effectiveness of your retirement plan by providing ongoing analysis and proactive plan management in the form of the following: systematic investment reviews and reporting, proactive change management solutions, member education, and professional assistance.
Give your portfolio a boost. Invest in your union plan!
The Ascension Group is a full service group retirement and benefits brokerage consulting firm. We provide unions with customized plans that enhance the value-added benefits the union provides its members.
#13 – 2970 King George Blvd.
South Surrey, BC V4P 0E6 Canada
Toll Free: 1-888-685-3453
Mo-Fr: 9:00 am-5:00 pm