Group retirement plans

Our National Bank Trust group retirement plans in partnership with TELUS Health

Help your employees save for retirement when you choose one of our group retirement savings plans.

An intuitive administrative platform

Control over the implementation of the plan

A valuable recruitment and retention incentive

Simplified administration with payroll providers like Payworks^®

Access to personalized support from a customer service manager

Training and information for your employees regarding their retirement savings

Discover our group retirement savings plans

Group Registered Retirement Savings Plan (RRSP)

Choose a simple, flexible plan that generates tax-sheltered returns and can be changed at any time.

Learn more about group RRSPs

Deferred Profit Sharing Plan (DPSP)

Share a portion of your company's profits with select employees.

Learn more about the DPSP

Simplified Pension Plan (SPP)

Choose a simple, low-cost pension plan and let National Bank Trust^® handle the administrative side so you can focus on your business.

Learn more about the SPP

Group Tax-Free Savings Account (TFSA)

Supplement your group plan with a TFSA. Withdrawals are tax-free and can be made at any time.

Learn more about the group TFSA

Voluntary Retirement Savings Plan (VRSP)

If your business has more than 5 employees, then the Voluntary Retirement Savings Plan may be right for you. Created by the government of Quebec, it helps residents save for retirement.

Learn more about the VRSP

About TELUS Health

As the principal administrator of pension plans in Canada, TELUS Health^® has been supporting employers and working closely with regulators for more than 30 years.

They leverage their passion and cutting-edge technology to support the physical, mental, and financial health of businesses and individuals around the globe.

With their platform and know-how, they help improve employee loyalty and motivation, while helping to strengthen participation and control risks.

Investing solutions tailored to your needs thanks to National Bank Investments

National Bank Investments^® (NBI), a leading asset manager and partner of National Bank Trust^TM, is an investment fund management firm committed to manufacturing and distributing mutual funds, exchange-traded funds, investment solutions and services designed to help Canadian investors pursue their financial goals.

Dedicated to innovation and excellence, NBI offers diversified investment solutions that meet the evolving needs of investors. Our open architecture structure, the largest in Canada, allows us to select first-rate investment talent from top global management firms, offer investors leading-edge investment expertise, and most importantly, create investment opportunities.

National Bank Trust offers NBI products in three carefully selected solutions:

Simplicity Retirement Solution: The asset allocation of this product automatically evolves according to the targeted retirement date and the investor's risk tolerance.

NBI Portfolios Solution: A portfolio is selected based on the investor's profile, objectives and risk tolerance.

À la carte Solution: This investment solution allows members to build and manage their own portfolios from the NBI Portfolios and NBI Funds.

Useful Articles

We’re here to answer your questions

Are you a member of a plan?

Call us at 1-877-413-1194

For participating members, select option 1

For employers, select option 2

Are you an employer and wish to open a new plan?

Contact one of our team members:

Valérie Saindon

Regions of Quebec (Centre, East and West), Chaudière-Appalaches, Mauricie, Montreal South Shore and Estrie.

Service in French

418-802-5644
valerie.saindon@nbc.ca

Gabriel Pizzichemi

Regions of Montreal, Laval, Laurentides, Lanaudière, Outaouais and all other Canadian provinces.

Service in English and French

438-865-0595
gabriel.pizzichemi@nbc.ca

Little details that matter

^®Payworks is a registered trademark of Payworks Inc. Payworks is a third-party service provider that contracts directly with the client. National Bank offers the third-party service. 

NATIONAL BANK TRUST^TM is a registered trademark of National Bank of Canada.

TELUS Health^® is a registered trademark of TELUS Corporation.

® NATIONAL BANK INVESTMENTS is a registered trademark of National Bank of Canada.