5 moves to build a group plan employees actually value | Wealthsimple

Your employees aren't beginners. Most of them were already investing before their first group plan — and whatever you offer gets judged against an account they already use and like. We surveyed 1,460 employed Canadians aged 18–46 to find out how the next generation actually thinks about money, saving, and investing — and whether the group plans built for them are keeping up. In this session, Gren Austin (Director, Wealthsimple Business) and Frances Policarpio (Director, Total Rewards) walk through what the research found, and how we've applied it to Wealthsimple's own group savings plan. In this session, you'll learn: Why 8 in 10 young employees already hold ETFs — and what that means for how you design enrollment Why the Group RRSP alone can't serve a workforce saving for a home, an emergency fund, and retirement at the same time Why 3 in 4 employees max out the employer match, but only 27% feel the plan reflects what they're saving for — and how to close that gap How to communicate the match in real dollars instead of percentages, the highest-ROI change you can make Where employees actually learn about money, and how to show up there How financial stress shows up as a productivity cost, and what a plan can do about it Whether you're rethinking plan design, preparing for renewal, or just trying to get more out of the plan you already have, this session gives you five concrete moves and a view into how one employer put them into practice. Download the full report here: https://www.wealthsimple.com/en-ca/ge... #totalrewards #employeebenefits #GroupRetirement #GroupRRSP #hrleadership #financialwellness #futureofwork #wealthsimple #WealthsimpleBusiness Findings are based on a Wealthsimple survey of 1,460 employed Canadians aged 18–46, fielded June 8–24, 2026. This session is for informational purposes only and is not investment, tax, or legal advice, nor a recommendation of any particular plan design or account type. Employers should consult their own advisors before making plan decisions. All investing involves risk, including possible loss of principal. Managed accounts are offered by Wealthsimple Investments Inc. (WSII), a member of the Canadian Investment Regulatory Organization (CIRO). For more information, please visit wealthsimple.com/en-ca/legal/legal-disclaimers.