Home
-
Continuing the momentum from 2018 into 2019
What a year! Here’s some of the highlights from 2018:
Member education resource centre
With our member education resource centre, we introduced a new feature to our arsenal of tools that helps address the most common challenges facing retirement plans today.
Available from the home page of your plan sponsor secure site, this resource centre offers a library of ready-to-go campaigns covering a wide variety of topics that touch on key aspects of plan members’ financial life. Each topic includes various types of tactics and visuals that resonate with the demographics of your plan (posters, emails, web banners, infographics, intranet content, videos, etc.). You can browse the materials available, download any that fit your plan’s needs and roll them out to your employees anytime you want.
Read the brochure and watch the video to learn more.
Help your members make the most of their group retirement program and improve their overall financial health so they can get the future they want. Log in to your plan sponsor secure site and select Educate your members. Make sure you visit the resource centre regularly, as new topics were added throughout 2018.
Tis the season
We’ve added a new RRSP season campaign to the member education resource centre. The campaign highlights the benefits of your members topping up their group RRSP before the March 1, 2019 deadline. It also promotes the convenience of doing so online or via phone.
Tactics include a video, email, follow-up email, contribution calculator and poster.
Log in to the plan sponsor secure site and select educate your members to access the new campaign
Online sponsor statements: putting you first
For you, working with plan sponsor statements used to mean getting thick envelopes – or boxes – in the mail and poring over reams of paper to find and share the information you needed. And then finding a place to store all this paper.
So, when we made sponsor statements available online, it wasn’t just about “going digital”. It was about thinking of your work from your point of view and using technology to improve your experience.
You can download and share these statements in a just few clicks and then store them electronically. This makes several tasks easier, like:
- Preparing for audits
- Making annual filings
- Efficient record-keeping
If you’re expecting online sponsor statements, you’ll get an email notification when your statements are available. Depending on which secure site you use, you’ll find your statements:
- On the sponsor secure site – under Reporting, by selecting View report results and clicking on the Statements tab. The Member account summary, Membership summary, and Financial report summary are all available online.
- On the sponsor VIP Room – from the homepage, you’ll find the Client Statement in the Reporting Inbox.
If you have any questions, please contact your Manulife representative.
Manulife Personal Plan™
A fresh look for the Manulife Personal Plan™, including GRIPWe’ve been working on improving the Manulife Personal Plan, including the GRIP, to help make saving easier for plan members once they leave their employer sponsored plan, and help them make the most of their savings once they retire. On April 1, 2018, we’ll be making additional changes. Here are the highlights:
- Revised Member Reward Program, including automatic account linking, giving members opportunities to earn more rewards on assets in the Manulife Personal Plan
- Lower investment management fees on several funds for retirees (GRIP)
- A new fee structure, to bring it in line with industry practice, and encourage members to save.
For more information on the upcoming changes, speak to your Manulife Representative.
And to see all of our enhancements, check out the GRS Innovation HUB to see how we continue to improve the customer experience for you and your members. Then explore what’s happening in Group Benefits! Visit the GB Advance HUB to see how we’re creating a better group benefits experience.
Thank you for being our customer!
