Download Employer Sponsored Retirement Plans

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Transcript
Employer Sponsored Retirement Plans
What is an employer sponsored retirement
plan?
They consist of:
•
Group RRSP (Group Registered
Retirement Savings Plans)
•
DPSP (Deferred Profit Sharing Plan)
•
DCRPP (Defined Contribution Registered
Pension Plan)
For more information, please see:
https://www.edwardjones.ca/investments-services/index/
group-plans.html
LGL-8263A-C-A25
How are we paid for our services?
We use external mutual fund companies and insurance
providers to manage our clients and their employees’
company retirement plans. You are charged transaction fees
when you buy or sell investments within your plan account.
We receive a portion of your front-end or deferred sales
charge for employer-sponsored plans. Other fees may apply
for transferring or closing accounts. For more information,
please see https://www.edwardjones.ca/images/scheduleof-fees.pdf
How is your financial advisor compensated?
Your financial advisor’s branch receives a percentage of the
compensation generated by each transaction, an annual
recurring fee, and at times a transfer fee when assets
are being transferred from one financial institution to an
insurance provider. Our revenue affects Edward Jones’
overall profitability and thus may affect any branch bonus
your financial advisor receives.