Group plans

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

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 administrative guide

VRSP vs. Group RRSP/TFSA (Quebec only)

Plan sponsor resources

Mackenzie Group Plans employer one pager

Capital Accumulation Plan (CAP) Guidelines

Employee resources

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

Group Plans applications and forms

Team overview

Group Plan Support

For administrative-related inquiries, including report requests

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