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 make informed decisions. Take advantage of this great opportunity and start saving for your retirement.
Here’s how to modify or confirm your investment options online in 3 easy steps:
LEARN MORE ABOUT YOUR PLAN
Before you modify or confirm your investment options, 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 document presents a range of general information on retirement savings.
The What are your investment options? section lists all the investments offered under your plan, and provides information on how to select the investment options that are best suited for you.
Once you have online access, you can visit the MY ACCOUNT secure section to find detailed information on all the funds mentioned in this kit.
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
Choose your investment options
Once you’ve registered on the My account secure section, you’ll be able to log in to your account. Depending on your plan, your investment instructions may have already been transferred to your account, or you may need to select your investment options.
To change or select your investment options, click on My transactions then on Provide investment instructions. Then follow the steps.
Not sure about your choices?
You’ll be able to change your investment instructions at any time and at no extra cost.
About your beneficiary
All your account information, including your beneficiary, was transferred from your previous plan administrator. If you wish to change your beneficiary, you may do so by clicking the My account tab then Beneficiaries.
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 document gives you an overview of some of the tools to help you stay on track.
Call the Member Services Centre at 1-800-463-6984, Monday through Friday, from 8 a.m. to 8 p.m. or by email at firstname.lastname@example.org.
Read the document Select your investments in 3 easy steps