Desjardins Financial Security today launched a new multimedia registration tool for its group retirement savings programs.
Enrolment at Home allows employees the opportunity to learn about their benefit program and the freedom to enrol from any location.
Part of DFS’s Setting Sail for the Future program, the multimedia registration package is designed as a travel itinerary with five ports of call that take employees on a tour to educate them about retirement planning and investing and guide them through the process of setting up a group retirement savings account.
Complementary to traditional on-site sessions, the tool also provides a solution for employers with teams working in remote offices, where having an enrolment session might not be feasible.
“Enrolment at Home is designed to complement existing group retirement savings services,” said Eric Filion, senior director of product development and marketing for DFS, in a release. “This flexible interactive service can be part of a multi-contact strategy or as a complement to the principal enrolment session.
The five ports of call in the Setting Sail for the Future itinerary, which are incorporated into Enrolment at Home, are:
- Defining retirement objectives and determining financial needs.
- Exploring various sources of retirement income to identify saving needs.
- Determining an investor profile and making investment choices.
- Taking action and exploring the available tracking tools.
- Encouraging a regular review of the participant’s investment portfolio and individual needs, as these shift over time.