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Proteus will assist in the definition of the organization’s philosophy towards retirement planning and
commit to paper a statement of goals for the plan. This will be accomplished through a consensus of management
and will form the foundation of plan design, investment style and choice. Proteus can provide comparisons/benchmarks
to compare the current/desired plan with other plans offered in the Canadian market place. Proteus will work with the plan sponsor to
construct options for plan design and will work with them to assist in selecting the most appropriate
solution. This will include assisting the sponsor with mapping out the specific actions to be taken
in order to coordinate the implementation.
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