Step 1*: Create a new group
Step 2*: Create a Governance Listing
Step 3: Create a Contact
Step 4*: Create a Retirement Plan
Step 5*: Create a Retirement Summary
Step 6: Enter RRSP details
Step 7: Enter DPSP details
Step 8: Enter TFSA details
Step 9: Enter RPP Defined Contribution details
Step 10: Enter RPP Defined Benefits details
Step 11: Enter RPP Targeted Benefit details
Step 12: Enter Non Registered Saving details
Please note that without going through Step 1,2, 4 and 5 (in this specific order), you cannot proceed to the rest of the steps.
After the data entry, you are now ready to generate the benchmarking reports!
If you have any questions regarding the instructions above, please email us at email@example.com