What kind of support is available to me?

We’re committed to making sure you feel confident in managing your group retirement savings plan, which is why we offer a variety of support options to assist you every step of the way.

Support options available:

• Employer Dashboard Quickstart Guide
  A comprehensive tutorial to help you navigate the Employer Dashboard and manage your plan efficiently. You can access the Quickstart Guide using this link here.
• Support content library
  Support content library: Most of the answers to your questions can be found here among the articles in our help centre. In addition to help centre content, you have on-demand access to blogs, ebooks and webinars. 
• Direct access to customer support
  You’ll always have direct access to a member of our customer success team. Feel free to jump on a chat with someone from our team using the chat function at the bottom right hand corner of the screen. Alternatively, write us an email at support@commonwealthretirement.com or submit a request using the submission form at the top right hand corner of the screen.
• Schedule a 1:1 meeting at your convenience with a member of our Customer Success Team using this link here.

Employee Support

Ensuring members understand the benefits of saving for their future and helping them get the most out of their plan is our top priority. In addition to the team education provided during plan onboarding, we provide members with:

• Online Documentation
  Our online support articles, blogs and product videos give members on-demand access to information, education materials, FAQs, and more.
• Guided Enrollment
  Even though the self-serve enrollment is quite intuitive, some people feel more comfortable with a guided approach. Upon request, we’re able to help employees set up their accounts and walk them through things like making transfers from their existing TFSA/RRSP accounts.
• In-App Alerts
  All members will see in-app suggestions and feature alerts.
• Plan Review
  Your employees are able to schedule a 1:1 plan review with a member of our Customer Success Team to discuss details of their plan and ensure they are getting the most out of their plan. Plan review calls can be scheduled using this link here.