Data Entry Includes Retirement Plans

Data Entry Services now includes Retirement Plans

For a limited time there is no additional cost for data entry of Retirement Plans. (Essential and Professional).

Retirement Plans may  include Group RRSP, Group DPSP, Pension (DC Pension and DB Pension), TFSA, Profit Sharing and Non-registered funds

To engage our support team in data entry services please email support@cloudadvisors.ca

Retirement Plan Information will be collected from the following documents (if available):

- member booklet

- plan summary

- plan text