You have access to a group retirement savings plan that will help you achieve your retirement goals. Bâtirente provides you all the tools and information you need to enrol in the plan and make informed decisions. Take advantage of this great opportunity and start saving for your retirement.
Here’s how to enrol in your plan online in 3 easy steps:
LEARN MORE ABOUT YOUR PLAN
Before you enrol, we recommend you read these documents:
This document gives you an overview of your plan. It explains all the plan rules, such as how much you can contribute, eligibility, transferring assets from another financial institution and details on your rights and responsibilities.
PLAN YOUR FUTURE
This Plan your future document presents a range of general information on retirement savings.
The What are your investment options? section provides information on how to select the investment options that are best suited for you and lists all the investments offered under your plan.
You will also find a quiz to help you determine your investor profile. It’s important to complete it to ensure that your investment strategy reflects your risk tolerance.
REGISTER ON THE MY ACCOUNT SECURE SECTION
The My account secure section is your one-stop resource for everything related to your retirement planning.
Here’s how to register:
- Click on MY ACCOUNT then on Register
- Follow the instructions to create your user ID and password
ENROL IN YOUR PLAN
To enrol in your plan, click on MY ACCOUNT then on Register.
Click on My transactions > Enrol and follow the instructions.
- Check your personal information and make any necessary changes.
- Tell us who your beneficiary(ies) will be.
- Complete your investor profile and choose your investment instructions.
- Validate that all the information is correct.
TRACK YOUR PLAN ONLINE
We have tools to support you every step of the way: from the moment you enrol in the plan to when you’re ready to retire. Once you set a goal, you’re more likely to reach it.
This Track your plan online document gives you an overview of some of the tools to help you stay on track.