A better retirement plan for clients
We’re elevating the group retirement experience by delivering greater lifetime value, long-term client relationships, and better financial outcomes for everyone. Common Wealth offers a modern cloud-based platform, innovative features, digital administration, superior service, and low fees for all company sizes.
MEMBER BENEFITS
- Low fees for life
- Best in class member experience
- Enroll in about 10 mins
- Personalized retirement planning
- One-click transfers
FEES & INVESTING
- Most competitively priced fees
- Start at 1.15% for Blackrock® Retirement Date funds
- Annuity conversion option for members age 50+
CLIENT SUPPORT
- Dedicated, local support for advisors, sponsors and members
- Rapid response times
- 1:1 member enrollments
- Employee education
EMPLOYER BENEFITS
- RRSP, TFSA, DPSP and RRIF in one plan
- Digital administration with payroll integration
- Plan setup in as little as 4 weeks
Client Resources
We’re here to add value to your practice with everything from exploring client needs, presenting the platform, preparing proposals, onboarding clients, providing member education, reporting and regular plan reviews.
Prospecting Campaigns
We’ve created research-based prospecting campaigns with email templates to help you start conversations with clients. Topics include:
- Employee compensation
- Top recruiting and retention tools
- Reducing the cost of employee turnover
- Financial wellness
- Upgrading your retirement benefits
Plan Education
Use these materials to engage new clients, exiting clients and terminated group plan members.
Group Plans
Remarketing a Plan
Upgrade clients who have an existing plan to Common Wealth
Individual Plans
Add terminated group plan members into your Common Wealth plan
Fund Fact Sheets
- BlackRock CDN LifePath Retirement Index NI Fund
- BlackRock CDN LifePath 2025 Index NI Fund
- BlackRock CDN LifePath 2030 Index NI Fund
- BlackRock CDN LifePath 2035 Index NI Fund
- BlackRock CDN LifePath 2040 Index NI Fund
- BlackRock CDN LifePath 2045 Index NI Fund
- BlackRock CDN LifePath 2050 Index NI Fund
- BlackRock CDN LifePath 2055 Index NI Fund
- BlackRock CDN LifePath 2060 Index NI Fund
- BlackRock CDN LifePath 2065 Index NI Fund
Proposals and Presentations
Use these materials to support your proposals and presentations.
Competitive Reviews
Request an asset
Let us know if there is an asset you would like us to create, such as a presentation, brochure or video.
Setting up a plan
We’ll work with you to build a custom implementation plan for your client. If you’re ready to set up a plan for your client, please fill in the form below.
Exclusive HUB webinars
Advancing equity, diversity and inclusion through group plans
Learn how to help employers connect the dots between an equity, diversity, and inclusion (EDI) strategy and a well-designed workplace retirement plan.
The value of guaranteed lifetime income and portability
Offer clients a way to protect their savings and ensure retirement income for life. This session explores the built-in Guaranteed Lifetime Income solutionfrom Brookfield Annuity that is included in the Common Wealth platform.
Quantifying the value of group retirement plans
Learn how to define a business case to help your clients see the value in a workplace retirement plan, and the critical role they play in an employer’s overall benefits and compensation strategy.
Client Success
