A sound and disciplined approach to safeguarding your hard-earned money is critical to enjoying your retirement years.  At Clear Health Benefits, our goal is to provide our clients and their employees with a "clear" vision of how to secure their financial needs into retirement.  Our services include the following:

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• Full review and analysis of existing retirement plan

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• Performance review of current fund manager 

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• Asset allocation mix and roster diversification review

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• Financial audit of administration and investment management fees (IMF's)

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• Market trend analysis and bench-marking report

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• Annual investment review ensuring CAPSA compliance

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• Communication of any legislative or other government changes that could affect your plan

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• Annual employee review and education sessions

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• Ongoing member support - portfolio revisions, member profile reviews

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• Review of executive compensation packages if provided - Individual Pension Plan (IPP)

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