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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

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 1.35% 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
Team work

Plan Education

Use these materials to engage new clients, exiting clients and terminated group plan members.

Proposals and Presentations

Use these materials to support your proposals and presentations.

Common Wealth tech

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.

Group Courses

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