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How Your Plan Works

Contributions

Contributions can be automatically deducted from your plan members’ pay and sent to RBC through your payroll provider, via e-mail, disk or on-line using Remit Your Contributions.

Filing

RBC Group Financial Services files all necessary documentation with Canada Customs and Revenue Agency (CCRA).

Information Sessions

At your request, RBC Group Financial Services can provide education seminars for your plan members to help them take full advantage of their group savings plan.

Enrolment Materials

All of the necessary forms, information booklets, and investment materials are provided at no cost to you.

Toll-Free Telephone Support

Your plan will be managed by a dedicated client service officer. No matter where you are in Canada, your representative is as close as your telephone.

Annual Fees

Depending on your plan type and requirements, RBC group savings plans have no annual administration fees. Further, RBC Funds have very competitive management fees.

Group Saving Plan Fees Schedule

RBC Funds MER Listing

Reports

Plan #
Report Type:

Date:

 

Related Tools
  Personal Savings Calculator
  Net Worth Worksheet
  Future Value Calculator
  Retirement Income Worksheet
  Net Income Calculator

Related Links
  GFS Public Site
  RBC Fund Performance
  RBC Asset Management
  Business Banking