INTEGRA Plan Sponsor Services

INTEGRA provides services for Defined Contribution plans including MPPPs, GRRSPs, DPSPs, EPSPs, stock purchase and taxable savings plans.

INTEGRA is a total solutions provider in the pension industry, using technical excellence to provide all aspects of recordkeeping, administration, trust accounting, and the electronic, customized delivery of employee communication and education. Click Group Retirement Services to learn more.

Unparalleled arrays of investment portfolios are available from our alliance managers with direct investment in the managers' pooled/mutual funds. Direct investment permits clients to add any industry standard daily valued pooled or mutual fund to their plans. This offers benefits such as: retained investment control, further transparency and accuracy. Click Investment Selections to learn more.

The recordkeeping systems and communication programs are at the very leading edge of service and technology in the industry. Integra provides Web-enabled transactions, online enrolments, live Webcast communication, interactive financial planning tools and a help-desk manned by highly experienced employees. Overriding all of this is a commitment to accuracy unparalleled in the recordkeeping industry where transactional activity by plan and by fund is reconciled on a daily basis. The Integra system is very flexible, allowing customization in just a few days.

Some Highlights.....

  • Vast array of investment options
  • Accounts are balanced by plan and funds to the penny - 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 account access
  • Online enrolment
  • Online, date-flexible member statement
  • Web-based education centre
  • Automated KYC suitability reviews
  • Compliance support
  • Customer satisfaction guarantee