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ABC Company Policy number: 22222222
Registered Retirement Savings Plan


Create a CAP report

Not sure how your plan aligns with the CAP Guidelines? Walk through a step-by-step process to develop documentation for your plan. Working through this process will help you assess your plan's compliance with these Guidelines. If you use other service provider to deliver your CAP, consider these suppliers when answering the questions. You should create a separate CAP report for each plan you offer. 

You'll need approximately 30 minutes to record your information. Your answer for each guideline will be automatically saved each time you click 'Next'. You can exit at any time and come back to finish the rest later.

To learn more about a specific guideline, click the 'info' button beside the guideline.

Let's get started...


  

 
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