Year-end checklist: get the most out of your plan
Given that your contact information or your financial or family situation may have changed in recent months, it is important to periodically review your group retirement savings plan to ensure you are taking full advantage of it.
To do this, use our digital tools available in My Client Space, our secure website, and on the iA Mobile application.
Review your investor profile
Complete the investor profile questionnaire and make sure that the level of risk in your portfolio still matches your profile.
Review, update or designate your beneficiaries
If you have beneficiaries for your savings, take a few minutes to review or update them.
If you do not, by designating beneficiaries, you decide who will be entitled to your savings.
The following features are exclusive to My Client Space:
Review your contribution rate
The more money you contribute, the higher your employer’s contributions will be. If you don’t optimize your employer’s contributions, you’re missing an excellent opportunity to improve your financial future.
You can also review the amount you’re contributing and determine if it’s possible to increase your savings. The more you save, the faster you’ll reach your savings goal.
Use the retirement simulator
Use the retirement simulator to see if you’re on track to reach your retirement income goal.
Update your personal information
Have you moved or have your contact details changed recently? Make sure your address, email and phone number are up to date.
Our digital tools make your life much easier!
You can do all that and much more in My Client Space.
Download the iA Mobile app on your smartphone or tablet to access My Client Space’s main features and make transactions while you’re on the go.