Mother watching over daughter

Defined Contribution Pension Administration

You are here

Morneau Shepell is the fastest growing administrator of defined contribution (DC) pension and savings plans in Canada, offering seamless full or partial outsourcing of all types of capital accumulation plans (CAPs). We are also the largest Canadian independent record keeper with over $6.5 billion in assets under management. We are the recognized leader in handling multi-employer plans, plans where sponsors want control of their investment options, and complex integrated retirement plans with DC, defined benefit (DB), or hybrid components. Our suite of services is backed by our decades of experience, industry-leading technology, and broad consulting expertise. We provide employer support that minimizes your effort while maximizing your return.

A flexible approach

We listen to our clients; coupled with the ability to administer your programs your way, along with our broad consulting expertise, means delivery tailored to meet your needs and achieve maximum results. We offer:

  • Innovative technology and constantly evolving solutions that compliment your retirement and savings programs to deliver the best possible experience for you and your plan members

  • Websites and communications designed to drive member engagement and maximize savings with a  focus on employees’ “when I want, how I want, where I want” needs
  • Comprehensive online sponsor reporting
  • Customized and flexible investment options
  • An integrated pension and benefits experience
  • Unheralded branding capabilities

We help you to optimize employee engagement and ensure you receive superior sponsor services. Our experienced team helps you reduce the time, expense, and challenges associated with pension administration. We save you time and worry by providing the full range of CAP administration services, as well as customized reporting capabilities that integrate with existing plans and services.

Employee advantage

We make it easy to empower your employees to manage their retirement planning. Your employees will have:

  • An easy-to-navigate website with your brand
  • Supportive enrollment tools that help your plan members get it right
  • Engaging retirement planning tools
  • Tailored communication from you to your members delivered in print or online and during seminars

Employee sponsor

As a sponsor, you want access to the right information; with Morneau Shepell you receive:

  • Tailored online access permissions
  • In-depth service reporting
  • Care and control governance reports that help you meet the Canadian CAP Guidelines
  • Custom reports
  • The ability to view what your members view online
  • A flexible online reporting engine including an extensive suite of parameterized reports, personalized dashboards, and the opportunity to build and save your own reports

Read: Helping employees plan their retirement path by Idan Shlesinger in Benefits Canada

View: Video: Supporting DC employees past retirement  (1:50) with Idan Shlesigner in Benefits Canada

Contact us

Let our experienced team help you reduce the time, expense, and challenges associated with defined contribution plan administration.

Contact us today