I Have A Retirement Plan

What We’ll Need To Provide Your FREE Quote Or Review

If you currently have a retirement program, we will require the following information to provide a FREE comprehensive review of your current plan and/or to provide quotes:

  • Copy of Plan Text(s) or employee booklet(s) for group programs
  • Copy of the most recent Financial Statement(s) showing assets in plan(s) and which investment funds are being used for the group retirement programs. No member data is required.
  • Copy of Policy Contact(s) and/or Fee & Service Agreement(s) for the group retirement programs
  • Copy of the Statement of Investment Policies and Procedures for the Plan(s)

All reviews and quotes are provided at NO COST with NO OBLIGATION and do not in any way constitute a business relationship or appointment with Sphyra Inc.

Don’t Have a Current Plan?

If you do not currently have a benefits program, you will only need to download, fill out, and submit our ‘Employee Information Listing’ form to receive your FREE quote. Please submit the form to info@sphyra.ca. We will be sure to respond to you within 24 hours to confirm next steps.

Download Employee Listing Form

Contact Us Today!

To learn more about our Retirement solutions, please visit our ‘Get Started’ page or contact us today.

Should you require additional services, please learn more about our Benefit solutions and our all-in-one Sphyra Platform.

What Are You Waiting For? Get Started Today!

The process to get you started was made clean and easy, so that your business may access the many HR tools Sphyra offers - as quickly and as efficiently as possible.

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