Make Sense helps plan members better understand their long-term financial goals

It can be challenging to keep up with life’s demands, let alone retirement planning. 

As an employer offering a group retirement savings plan, you aim to help plan members attain the peace of mind to retire confidently.

With Make Sense, experienced pension plan and retirement consultants help your plan members navigate the complexities of their employee retirement savings plan.

A differentiator among employee benefits consulting providers

More and more plan sponsors are discovering Make Sense:

  • No extra cost to plan sponsors: Make Sense is complimentary, confidential, and available to all company retirement plan members, regardless of class or division
  • Relief for your HR team: The Make Sense team looks after time-consuming administrative tasks members often turn to HR for, including address or beneficiary changes with the carrier
  • Promote financial literacy: Makes Sense helps members understand the retirement savings to retirement income plan transition process, including options and account restrictions, laws and regulations
  • Improve employee retention with better plan appreciation: Make Sense can increase your plan members’ understanding and appreciation of the value of their employee benefits packages and savings plan

Real value for plan members

With Make Sense, your plan members can:

  • Better understand and appreciate their company savings plan
  • Enroll or make changes to their account
  • Invest according to their personal goals

Prefer to connect with us directly?

The Make Sense team is available by phone, in person, or virtually using Teams

 

1-866-345-8256

email-icon makesense@cowangroup.ca