The roots of the Think Box was and still is putting financial education programs into the workplace as a core benefit for employees and employers.  Today, this core service offering has expanded into consulting and implementing Group Retirement Plans and offering innovative alternatives to learning for employees.  Here's 5 key services we specialize in.

1.  Review existing Group Retirement Plans

Far too often, we sit down with business owners and Human Resource Professionals and find that their Group RRSP plans have not been reviewed for years.  As companies grow and evolve, the Group retirement plans need to be evaluated too.  For example, a growing company may want to focus their Group Retirement Plan to attract new employees.  As the company matures, they may want to focus their plan to keep employees as opposed to attract new ones.  When was the last time you reviewed your group retirement plan?

2.  Shop or Broker Your Plan

The best thing that any employer can do is shop the market from time to time.  Complacency has a price especially when the market changes as quickly as it does.  New products and features come into the market all the time and it is important to shop around even if you don’t really want to change plan providers.  We’ve help people shop the markets and in doing so, their existing provider has reduced fees or improved the investment line-up.  Shopping around is the best way to ensure you have a competitive plan in place.  Shopping can be a lot of work but we do all that work for you and you simply get the benefits.

3.  Protect you through compliance

The Capital Accumulation Plan (CAP) Guidelines were enacted by the Joint Forum of Financial Market Regulators in 2004.  The guidelines set out some standards for employers to follow to ensure they were acting responsibly on behalf of their members or employees.  We take these guidelines very seriously and help employers to ensure they have take all the necessary steps to stay out of the regulators bad books.  Not only do we respect compliance but we try to make it as easy on the employer as possible.

4.  Exceptional Financial Education

Most group retirement plans offer the minimum amount of financial education.  In most cases, the education focuses on the plan and the products within the plan.  Research has shown that financial education beyond just plan and products goes a long way for employees and employers.  A fiscally responsible employees is better than a fiscally stressed employee.  Employees with a lot of financial stress bring that stress to the workplace and affects their productivity as well as others.  We are the leaders in financial education.  For the past 15 years, we have developed programs that help people make better decisions about money.  Our education programs knock the socks off employees and truly add value because we make a difference in people's lives.  We make employers look good by making employees financially fit.  For more information.

5.  Make plans better, easier and more successful

The bottom line is with our experience and people, we can make any group plan truly exceptional.  We know our clients are busy running successful businesses so when it comes to Group Retirement Plans, we simply want to make it as easy for them as possible.  We want to add value without adding work.  We do the work for you!

If you want to check out our services and put it to the test, please contact us by phone at 780-757-0135 or by email ( This e-mail address is being protected from spambots. You need JavaScript enabled to view it ).