This article was first distributed by Canada Life several years ago. Since it’s been a while, we thought that it would be useful to republish for your convenience. You’ve worked hard to save for retirement. Now that you’re Getting Close, you will likely have many questions about the transition from saving for retirement to [...]
When it’s gorgeous outside, the last thing you want to think about is the holiday season when it gets dark at 4pm and everyone is stressed out while they rush around getting their last minute items for the festivities. But, there is a way to make the season less stressful if you start planning [...]
Financial experts advise that there are two things we all should do as part of a good personal financial plan. First, they advise that we should save up to 10% of our earnings as part of a “pay yourself” habit. And second, they say that a portion of those savings should be set aside [...]
As we all know, the primary focus of CEIRP is to help you save for a comfortable retirement. So, when you’re getting close, what comes next? Our plan provider Canada Life has posted a great article about the process on their website (How to decumulate your assets in retirement). To get you started, we’ve [...]
This is the magical time of year when everything is waking up from a long winter’s slumber. The birds are nesting, tulips are blooming and trees are budding. Spring fever is definitely in the air. It’s also the time of year when some couples consider the next phase of their relationship, like planning weddings [...]
Questions have been raised regarding Canada Life’s policy regarding tax slips and statements. As a reminder: Prior to September 2022, when members logged into My Canada Life At Work, they were prompted to accept the new Terms & Conditions which included receiving electronic statements, tax slips, etc., where available. If members have NOT logged [...]
Canada Life has launched a new webpage that you can bookmark to see the dates of upcoming multi-employer education sessions. You can also enter your email address to get notification of when registration opens, which is great for those members who either didn’t provide an email address to Canada Life or who opted-out of [...]
Looking for your RRSP contribution tax receipts? Find them on My Canada Life at WorkTM When tax season arrives, your tax receipts indicate the amount of RRSP contributions you can claim. To find the tax receipts related to your group RRSP: Sign in to your group savings plan at mycanadalifeatwork.com From the menu on the [...]
Back when the minutes were ticking away the old year, were you thinking ahead to your new year’s resolutions? Now that we’re almost done with January, there’s one new habit you should adopt: review your investor risk tolerance. It’s very simple: just redo the investor risk questionnaire to see if your investment objectives are [...]
Our plan provider Canada Life takes rigorous steps to ensure that they protect and manage our personal information according to the regulatory standards within the financial industry. Here’s what you should know: Canada Life collects and uses data from plan sponsors and members to administer their retirement program Only data which is legislatively required, [...]
