Group plans

For over 35 years, Mackenzie Investments has offered specialized support for advisors working in the Group Plans market.

Advisor Resources

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Plan Sponsor Resources

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Employee Resources

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Featured Content

Advisor Guide

This guide provides the information you need to understand group plan basics and to build your business.

Employer Guide

Group plans are an important part of an attractive total compensation package and are the key to attracting top talent.

Frequently asked questions

If you’re new to group plans, you’re bound to have questions. We have your answers.

Getting started with Mackenzie Group Plans

A step-by-step guide to group plans, from prospecting and qualifying potential sponsors, to plan opening and maintenance.

Advisor Resources

Mackenzie Group Plans employer presentation

Mackenzie Group Plans administrative guide

Plan sponsor resources

Mackenzie Group Plans employer one pager

Capital Accumulation Plan (CAP) Guidelines

Employee resources

Mackenzie Group Plans employee presentation

Mackenzie Group Plans Registered Retirement Savings Plan member booklet

Mackenzie Group Plans Defined Contribution Pension Plan member booklet

Mackenzie Group Plans Deferred Profit Sharing Plan member booklet

Applications & forms

Retirement Savings Plan plan sponsor set-up form

Defined Contribution Pension Plan plan sponsor set-up form

Deferred Profit Sharing Plan plan sponsor set-up form

Retirement Savings Plan member application form

Tax-free Savings Account member application form

Defined Contribution Registered Pension Plan and Deferred Profit Sharing Plan member application form

Accounts

VRSP vs. Group RRSP/TFSA (Quebec only)

Team overview

Mackenzie Group Plans support team

Telephone: 1-800-665-0513

Hours: Monday to Friday 8:30 am to 6 pm (ET)

Email: groupadmin@mackenzieinvestments.com

Fax: 1-866-766-6623

Mackenzie Group Plans sales team

Jacqueline Power

Philip Bertrand

District VP Group Plan Sales
Jacqueline Power

Sara Stuart

Business Development Manager