Spacer

Welcome to Plan Sponsor Services

Integra Group Retirement Services provides services for Defined Contribution plans including MPPPs, GRRSPs, DPSPs, EPSPs, stock purchase and taxable savings plans. We also provide services for flexible components for DBPPs. Our Plan Sponsor Services are designed to take maximum advantage of our technical expertise including:

IntegraGRS GOVERNEX®
Spacer Image (people)
  • Recordkeeping
  • Administration
  • Trust Accounting
  • Customized reporting
  • Customized Employee Communication and Education
Account Login
Spacer
Spacer
Table Corner

Open Architecture

Table Corner Spacer
Table Corner

Our Open Architecture ensures that we are able to offer any daily valued pooled or mutual fund appropriate for your plan. Of course, these funds must be compliant with the industry’s Capital Accumulation Plan Guidelines. As we are a trust-based business, we are able to provide the advantages of direct investment as opposed to segregated fund offerings. With direct investment, plan sponsors and members enjoy:

  • Greater investment control
  • Increased transparency as to fees and costs
  • Accounting accuracy that ensures your investment records match those of the fund managers

To learn more about our current wide array of investment options click: Investment Selections

Table Corner Spacer Table Corner
Spacer
Table Corner

Governex

Table Corner Spacer
Table Corner

Governex, our proprietary program to assist Plan Sponsors with their fiduciary duties and establish high standards of care, also addresses each of the seven sections of the Capital Accumulation Plan (CAP) Guidelines. Governex includes many advantages and features, such as our DC Services Governance Report, which are outlined in the Governex releases provided in the Plan Sponsor Resource centre.Plan Sponsor Resource Centre

To learn the opinions of other plan sponsors and industry experts on a variety of topics relevant to the good governance of DC programs, click on the Plan Resource Centre icon:

Table Corner Spacer Table Corner
Spacer
Table Corner

Online Plan Sponsor Services

Table Corner Spacer
Table Corner

Integra GRS provides a wide array of web-enabled services including:

  • Online Enrolments
  • Live IntegraLink Webcast Communication
    (attendance, survey options)
  • Online Reporting
  • Plan Balances
  • Member Balances
  • Member Demographic Reporting
Image (mouse)
Table Corner Spacer Table Corner
Spacer
Table Corner

Our Commitment

Table Corner Spacer
Table Corner

At Integra Group Retirement Services we are committed to providing:

  • The highest standard of personalized service and electronic support for you and your plan members, including our money-back satisfaction guarantee.
  • Image (handshake)Flexibility and ease of customization and ease of access to information and reporting.
  • Customization of implementation, transition and educational programs.
  • An unparalleled standard of accuracy in the recordkeeping industry where transactional activity by plan and by fund is reconciled on a daily basis across thousands of transactions, not simply aggregated data.
Table Corner Spacer Table Corner
Spacer
Table Corner

Service Highlights

Table Corner Spacer
Table Corner
Spacer
Spacer
  • Vast array of investment options
  • Accounts are balanced by plan and funds to the dollar – every day
  • System flexibility unmatched in the industry
  • Dedicated account service
  • Daily, unlimited fund transfers at no extra cost
  • Flexible and complete plan sponsor reporting such as automated simplified Annual Information Returns, at no additional charge
  • Fully customized communication program
  • Online member account access
  • Online enrolment
  • Online, date-flexible member statements
  • Web-based education centre
  • Automated KYC suitability reviews/warnings
  • Compliance support
  • Customer satisfaction guarantee

Click Group Retirement Services to learn more.

Spacer
Table Corner Spacer Table Corner

Back to Top