Financial transfers: Your plan offers a far better rate than the typical bank RRSP. This means your employees will benefit by transferring any of their existing RRSPs and TFSAs into your plan. To encourage employee financial wellness, customize and send this email to employees who have signed up to the plan.
Subject: Transfer your existing RRSPs/TFSAs into Common Good to make your savings go further
Hi everyone,
One of the reasons we chose Common Good as our workplace retirement plan is its investment approach. The group plan we have set up for you helps to enhance your retirement wealth by up to 50%. If you have any existing RRSP/TFSAs – like those from your bank or a previous group plan - you can transfer them into your Common Good Plan with a few clicks.
Watch how: https://youtu.be/kRytk1sPneM
By transferring in, you can manage all your retirement savings in one place, and more importantly, low fees mean you keep more of the money you make on investments!
Need help?
If you have questions or want help transferring in your existing RRSP/TFSAs, you can book a 1:1 session with Common Wealth using the link below. https://calendly.com/common-wealth-team/common-good-member-consultation-guided-enrollment
Happy saving!
[Your name]