Group Retirement Plans


Group Employee Benefits

Looking for benefit options for your hard-working employees? We have you covered.



Third Party Administration

Did you know Belmont Health and Wealth offers third party administration which gives you more flexibility and options?



Wellness Strategies

Looking to incorporate Wellness into your personal life or at your company? Check out what Belmont Health & Wealth has done.



Product Offerings

  • Complete and thorough review of current plan or desired plan needs
  • Ensure your plan is compliant with CAP Guidelines
  • Ensure you fully understand how your plan works
  • Work with your administrator on day-to-day concerns
  • Educate your membership early and often
  • Provide advice and answers to ongoing employee questions
  • Create a process for ensuring your employees feel engaged

How We Help with Group Retirement Plans

This is a question plan members strive to understand. Too many people are facing struggles in their retirement years. Therefore, building and maintaining a proper group savings plan for your plan members is vital to their financial security in retirement.

At Belmont Health & Wealth we have a strong team and lots of experience in managing savings plans for large and small clients. Along with our open and honest approach, we have the tools to help you ensure your plan will achieve the results you want. Whether you have a mature plan already, or you are considering starting a new plan from scratch, we’ve got you covered.


Investment Comparison Calculator



Retirement Savings Calculator


Ready To Talk?

We’re all ears. Give us a shout to get started.

Dartmouth Office

Belmont House 33 Alderney Drive, 7th Floor Dartmouth, NS, B2Y 2N4

1 888 235 6169

Saint John Office

133 Prince William Street Suite 605, Saint John, NB E2L 2B5

1 800 565 7050

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