Desjardins Financial Security is expanding its retirement plan sponsor services with the launch of TRACE Lifecycle Environment, an investment program based on the lifecycle of participants.
TRACE automatically assigns participants a starting point on a risk tolerance path in accordance with their age. As participants draw nearer to retirement, the risk level of their portfolio is gradually decreased to become more conservative.
“For plan sponsors, plan participant communication and education responsibilities, particularly in terms of investments, represent major challenges,” explains Eric Filion, senior director product development and marketing, savings for groups and businesses at DFS. “TRACE allows them to meet these challenges with confidence.”
TRACE offers a dynamic environment designed to adapt and evolve according to participants’ needs. It takes into consideration the participants’ risk level and age and provides them with the necessary tools to guide them along the path to financial security at retirement.