This document summarizes the services provided by a company that educates employees about retirement planning. They provide independent retirement education and training through introductory seminars and workshops. Their goal is to help employees develop a realistic vision of their retirement lifestyle and finances by answering questions about what activities they will pursue and whether they will have enough money. Employers benefit from lower stress, absenteeism, and higher retention among employees who engage in this retirement preparation education.

1. 1
WHY?
Why do employers
engage us to
educate their
employees?

2. 2
To Provide:
Retirement Education
and
Transition Planning
for
Your Employees

3. 3
Our business is…

Education and training

We neither sell nor recommend
investment and insurance products and
services.
We are…

Independent, and objective retirement
education specialists.

4. 4
Our role is to…

Encourage personal responsibility and
self-sufficiency

Deliver education – enable learning

Help individuals develop a realistic vision
of their future life and goals – lifestyle
(i.e., non-financial) and financial

Provide a solid foundation for their
future.

5. 5
Our Process & Delivery…

Introductory Seminar (90 minutes)

Interactive Workshop (3½ hours)
Our Materials…

Lifestyle Planning Manual

Lifestyle Modelling Software

6. 6
Retirement Reference
Handbook:

Discussion and details of many issues
relating to retirement.
Information modules:

Estate planning and wills.

Powers of attorney.

Long-term healthcare.

Government benefits.

Volunteering choices.

Planning for career change.

7. 7
We answer the two key
questions:
Lifestyle:
1. What will I do?
Financials
2. Will I have enough?

8. 8
We reinforce key learnings about
the company pension plan…

its design, its purpose, its promise;

what it is, what it is not;

how it fits into the life planning process –
one element of the retirement plan.

9. 9
“Getting the life you want”
It works because it’s lifestyle driven and,
as individuals contemplate retirement, they
need to develop a vision of the life they
want before they can know how much is
enough.

10. 10
A cost-effective bridge across three
key elements of the employer’s
fiduciary responsibility:

Information
We reinforce key pension learnings.

Education
We deliver education with positive
impact and valid outcomes.

Retirement Lifestyle Modeling
Beyond the workshop, we can provide
one-on-one help.

CAPCAP – Capital Accumulation Plan Guidelines

11. 11
What’s in it for the
employer?
Will there be an appreciable return on the
money invested in this program of
retirement education and preparedness?

12. 12
Clients have reported…

Reduced stress-related disability.

Reduced use of benefits.

Reduced absenteeism.

Higher job performance.

Improved retention.

Valuable support for employer’s fiduciary
responsibility.

Encourages greater personal
responsibility.

Encourages increased retirement
savings.

13. 13
Some clients:

Andrew Peller Ltd.

Conestoga College

Dufferin Peel Catholic District School
Board

GE Medical Systems

Labatt Breweries (Ontario)

Liquor Control Board of Ontario

Manulife Financial

United association Plumbers,
Steamfitters and Welders, Local 527

University of Waterloo

14. 14
For further information…
Please call 1-800-637-6140 or visit our
website at www.iretire.org
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