Financial Wellness Benefit Plans

Attract, Retain, and Reward Valued Employees

CANADA’S FIRST CLOUD BASED SOLUTION FOR THE ADMINISTRATION, EXECUTION AND REPORTING OF:

  • Defined Contribution Pension Plans (DCPP)
  • Multi Employer Pension Plans
  • Group Retirement Savings Plans (Group RRSP)
  • Group Tax Free Savings Accounts (Group TFSA)
  • Employee Share Purchase Plans (ESPP)
  • Employee Stock Option Plans

Workplace savings plans are meant to attract, retain, and reward valued employees. At Link, this means providing employers an administration platform that exceeds their employees' expectation for service, performance, and education.

Link for Employers

Link has developed software for the cost-effective management and reporting of financial wellness benefit plans. We have created a single source solution for third-party group plan administration:

  • Member enrollment
  • Member communication and education
  • Record keeping
  • Reporting

Link for Employees

Straightforward processes designed to engage employees and increase their understanding of the benefits of their plan.

  • Orientation and information sessions
  • Open access for member enquiries
  • Fee transparency
  • Tailored portfolios

Your Solutions Provider

Financial wellness programs that fit your business
Link employs technology, new products, and client service models to provide employers the solutions they need to effectively manage their employee financial wellness program. And provide employees an enhanced experience with their plan.

Latest Insights

Get all the latest news and blog updates of Link Plan Management
12Jan
Let Link’s team of professionals do the heavy…

Our pension-plan solutions reduce fiduciary liability and admin burden, while retaining flexibility Are you doing right by your people? For employers, it’s a complicated question—and, in recent years,…Read More

12Jan
Link’s workplace savings solutions can help boomers, millennials…

Our plans provide investment suitability, meeting retirement goals for multiple generations They’re the two largest investor groups going—baby boomers, who are approaching retirement, and millennials, who are moving…Read More

10Dec
Robo-advice proves its mettle in a year of…

Link’s own robo-advisor is central to our savings, equity and pension plan solutions In the midst of this COVID-19 pandemic, robo-advisors have taken on an Alfred E. Neumann-esque…Read More

What People are saying about Link

See how much people love Link Plan Management

I was surprised to learn that the administration and management of the financial wellness benefit plans for small and medium businesses had not yet evolved digitally in Canada. An inefficient industry that lacks transparency and yet has high margins, in my opinion, is not only one ripe for disruption but also presents a tremendous opportunity for a company like Link Investment Management.

- Martin Pelletier, CFA, Co-Founder Trivest Wealth Counsel Ltd.
Financial Wellness Benefit Plans

Create a culture of caring