Ongoing Communication to CAP Members

Guideline - Member statements

At least annually, the CAP plan sponsor should provide plan members with a statement of their accounts.

Frequency of member statements for the plan: Semi-Annual

Do Manulife's member statements include the required information as stated in this CAP guideline?
(see above info button for a full description of this guideline)

If yes, you can record below details about Manulife's member statements.
If no, you can record below your plans to make any missing information available to plan members.

How does Manulife help you meet this guideline?
Manulife's member statements include a summary of transactions, investment activity, and details of a member's investments. In addition Manulife's member statements also provide: - personalized messages based on differing member demographics. - personal rates of return for a member's entire account and for each investment. - an estimate of what a member's current retirement savings will provide as an annual income in retirement.

TIP - Review Manulife's Compliance Statement