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Workplace Solutions and Common Wealth
Workplace Solutions and Common Wealth

Group, group savings, group retirement, commonwealth

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Written by WINBIG
Updated over a year ago

IDC WIN Workplace Solutions and COMMON WEALTH

An opportunity too good to ignore!

Group retirement & savings is a great business for our advisors

The emergence of the hybrid workplace, high demand for top talent, and a tightening economic climate are driving employers to revisit their compensation structure to stay competitive in today’s labour market.

By introducing modern group retirment & savings plans, you can:

  • tap into a $2T (and growing) market

  • serve untapped markets (like SMBs)

  • open opportunities for higher client value

  • deepen your client relationships

  • build a compounding revenue stream

  • increase the value of your practice

Common Wealth: The modern group retirement & savings solution

Common Wealth offers a fresh approach to retirement benefits with an award-winning digital platform, innovative features, automated processes, superior service, and low fees for all company sizes. Their streamlined member experience and low fees for life promote higher plan participation and encourage members to continue contributing to their plan even after they’ve left their employer.

Part of what I've seen with Common Wealth is that they share with us at IDC WIN Workplace a deep commitment to our advisors’ success. Partnering with Common Wealth means unlocking the ability to build a thriving retirement benefits practice in a more efficient way, significantly reducing low-value administrative tasks (i.e. reducing your costs), and increasing high value client touchpoints.”

David Emanuel

Vice President & Head of Workplace Solutions

IDC Worldsource

Mac, Advisor at Elementus Wealth Management

How IDC WIN and Common Wealth
delivered for my client

IDC WIN and Common Wealth make it easy and rewarding to offer Group savings plans.

For more information or to get started:

Theresa Devine

Group Business Consultant, IDC WIN Workplace Solutions

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