Plan Sponsor Syndicated Prospectus
Assessing group benefit plans.
About our Plan Sponsor Study
In this annual syndicated study of plan sponsors and administrators – decision makers of employee group plans – we will help uncover strategic insights so you can better serve your clients’ and prospects’ needs. The study captures the attitudes and perceptions of plan sponsors across Canada, focusing on key metrics such as brand usage, key decision-making factors, satisfaction, and likelihood to recommend.
01
Study Overview
- 20-minute online survey
- English and French
- 3 open-ended questions
- Types of products covered:
- Group health (e.g. dental, vision, paramedic, etc.)
- Group retirement (e.g. DB, DC, Group RRSP, etc.)
02
Target Respondents
Group plan sponsors / administrators:
- Leaders who select or influence decisions about employer group health and retirement plans
- Typically in HR or finance roles (e.g. VP or Director of HR, CFO, VP of Finance, etc.)
- At least 50% will have group retirement plans
- Representation across Canada
- Representation across different business sizes
03
Topics Covered
- Screener
- Profile of company and plan sponsor
- Advisor/consultant role in selecting products
- Current and potential product usage
- Satisfaction with provider, important factors & satisfaction of factors
- Net Promoter Score (NPS)
- Member feedback
- Special topics of interest
04
Timelines
- Early bird deadline: January 15, 2025
- Commitment by: February 10, 2025
- Finalized questionnaire: February 17, 2025
- Translation and programming: Feb 17-21, 2025
- Fieldwork: March to mid-April 2024
- Report: late May / early June 2025
- Presentation: June 2025
05
Sample Plan (Regional)
n= 1,000 respondents regionally split across Canada
- Ontario ~39%
- Quebec ~22%
- BC ~15%
- Alberta ~12%
- Prairies ~6%
- Atlantic ~6%
06
Sample Plan (Business Size)
n= 1,000 respondents split by business size
- Small businesses (1-99 employees) ~39%
- Medium businesses (100-499 employees) ~30%
- Large businesses (500+ employees) ~31%
Tracked Firms
- Alberta Blue Cross
- Assumption Life
- Beneva
- Canada Life
- Chubb Insurance
- Common Wealth Retirement
- Desjardins Insurance
- Empire Life
- Equitable Life Insurance
- Green Shield Canada
- Group Medical Services
- iA Financial Group
- Mackenzie Investments
- Manitoba Blue Cross
- Manulife Financial
- Medavie Blue Cross
- National Bank
- Nest Wealth at Work
- Open Access Ltd.
- Pacific Blue Cross
- RBC Advantage
- Saskatchewan Blue Cross
- Sun Life Financial
- Telus Health
- The Co-operators
- UV Mutuelle
- Wawanesa
- Wealthsimple for Work
