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Learn about your group savings plan, investment options, and how to enroll. Choose between Avenue Portfolios or À la carte for custom investment instructions. Plan for a secure retirement.
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Nutrition International Enrollment Session – Group Savings Plan
Agenda Plan for life • Your Group Plan • Investment Options • How to Enroll
Your Plan Plan for life • Group Savings Plan • Registered Pension Plan • (RPP) • Structured RRSP • Non Registered Account • Employee • Employer • Employee Mandatory 4% of Earnings and Optional 3% of Earnings 4% match of mandatory contributions and 3% match of optional contributions Voluntary (No Employer Match)
Choosing Your Investments Plan for life Option 1: Avenue Portfolios Well diversified portfolios based on risk profile and time to retirement. Option 2: À la carte - For more informed investors Provide your custom investment instructions from the different funds offered in the plan.
Choosing Your Investments Plan for life • Text here • It’s simple and easy… • You need to know two things to start investing • Your investment period • Your investor profile
Title of document | Sub-title | Date Your Investor Profile Plan for life • Text here Conservative You are basically a “saver”. You want the security of guarantees as you are very concerned about market volatility. Moderate You essentially want balance. You are more growth-oriented and will accept some risk to get better returns in the long run. Aggressive You are squarely focused on growth. You can accept short-term market fluctuations in order to get the maximum return over the long run.
Avenue Portfolios Plan for life
Lifecycle Movement Plan for life • Ensures that your investment mix remains appropriate as your investment period shortens. More than 25 10 - 25 years Less than 10
Title of document | Sub-title | Date Systematic Asset Rebalancing Plan for life • Rebalances your portfolio to ensure your level of risk always remains aligned to your investor profile. • Activated when you pick a sample investment mix but you can deactivate it at any time.
Choosing Your Investments Plan for life Option 1: Avenue Portfolios Option 2: À la carte - For more informed investors Provide your custom investment instructions from the different funds offered in the plan.
A la carte Plan for life
Enrollment Form Plan for life
VIP Room Plan for life • Text here Do it all online: Retirement calculator Retirement Income Illustrator Asset balance Rate of return Investment instructions Contribution Education Centre
Questions Plan for life Thanks ! Any Questions 1 800 242 1704