Group Retirement for real life

Make the future feel possible.

Help your people save for what’s next—and feel more confident along the way. We help businesses build retirement plans people can understand, use and grow with. From the first employee to a team with many moving parts, we make the plan work for the business and the people behind it.

A plan people actually use

A retirement plan should do more than sit on a benefits list. Make it easy for employees to get started, understand their choices and find support when they need it. We’ll help you get the plan right—and keep making it better after launch.

Where are you starting?

Find what fits your business.

A team of two and a team of 200 need different things from a retirement plan. See what fits yours.

The Local Legends

One employee? You’re in.

You and a single employee are all it takes to provide a Group RRSP that rivals corporate giants. Our carefully curated investment menu simplifies decision-making, offering low institutional fees historically reserved for major enterprises.

With on-demand financial education and one-on-one advisor support at your team's fingertips, your employees are fully supported.

Zero Setup Fees. Zero Annual Corporate Fees. Zero Match Requirements.

We handle the initial launch and manage the ongoing plan governance, allowing you to focus entirely on building your business.

Let’s get your team started
What this opens up
  • Unlock financial educationBring practical saving and investing guidance to your team, wherever they’re starting.
  • Make investing feel manageableExplore a thoughtfully selected menu and connect with an advisor for help making investment decisions.
  • Start now. Grow your way.Your employees can begin saving through work today. Add an employer match when it fits your business.
Already have a plan?

Let’s see where it can take you.

You’ve already made a commitment to your people. Let’s talk about what your plan is doing well, what’s changing in your business, and what you’d like it to do next. A fresh conversation can open up possibilities worth exploring.

Where we go from there

Explore the possibilities. Make your next move count.

We start with your goals and the questions on your mind. From there, we become partners in what comes next—taking a closer look at plan design, fees, investments, participation, education, and the experience for members and administrators. Together, we’ll see what to keep, what to build on, and whether a bigger change would create lasting value.