Plan Governance
Governance starts with a process of defined expectations within a framework of process, evaluation, and performance monitoring. The purpose of retirement program governance is to employ best practices and forward thinking to meet the fiduciary expectations of all plan stakeholders (plan members, corporation, and shareholders) and to continuously review current practices to continuously evolve a better program.
Success without governance is often called “chance” and unquestionably, “chance” is not a successful business model element. Proteus provides a structured and customized ongoing governance support structure so your organization and your employees can get the most out of your retirement income program – better understanding, better value, and better results.
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Plan & Record Carrier Management
Plan Design
Investment Policy
Employee Communication
Performance Measurement
Retirement Planning
- Annual Governance Review Summary - an outline of the services completed for the year relating to the 6 key areas of the Proteus governance model.
- Facilitate periodic retirement committee meetings agenda, notes, and follow-up process
- Document roles and responsibilities of fiduciaries (plan sponsor, consultant, and carrier)
- Plan documentation, audit, and reporting support
- Proprietary On-line governance model linked to CAP Guideline requirements
- Ongoing review and evaluation of carrier services and benchmark pricing
- RFP, search and transition services for carrier changes
- Establish a Retirement Philosophy Statement for the program that is linked to the program investment policy and performance criteria for fund selection and monitoring elements
- Develop and monitor appropriate performance benchmarks and asset class criteria including fund performance thresholds and replacement / review structures
- Proteus offers a unique 3 year manager search guarantee
- Customized fund performance reporting with investment policy benchmark pass/fail indicators plus qualitative fund manager reporting & evaluation
- Proprietary fund manager evaluation software
- Optimized plan design for your organization based on corporate objectives, employee demographics, employee distribution, industry position, and plan design management requirements
- Coordination of building a new program, managing existing plans, consolidation of existing programs, and plan design conversion for Capital Accumulation and Defined Benefit programs
- Assist plan members to understand, value, and maximize the program
- Benchmark and evaluate plan engagement level to corporate goals
- Deliver customized communication sessions in addition to quarterly newsletters
- Provide a unique annual Stakeholder notice to plan members outlining the plan governance measures in place
- Licensed Proteus advisors to assist plan members as they approach retirement
- Group retirement option workshops
- Customized retirement income payout options and portfolio construction / monitoring
CAP Track Services
CAP Track is an on-online CAP governance management tool which supports assigned and secure access for multiple users at the plan sponsor and CAP Advisor user level.
CAP Track is designed, built, and supported by in-house CAP plan experts in conjunction with web enabled tool experts for CAP plan sponsors and their CAP advisors.
Access and full functionality is available 24/7 from any location with web access.
Visit the CAP Track Web Site
www.captrack.ca
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Any comments? Email us at: pension@proteusperformance.com
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Last updated:
2008/06/03/02:50:50 PM
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