About Us

Introduction
Learn More about Belton Boisselle Ltd.

Our Key Advantages
Get more information on what sets Belton Boisselle apart from the others

Meet Our Team
Meet Belton Boisselle Ltd.

Client Testimonials
See what other clients have to say about us.

Careers
Career opportunities with Belton Boisselle Ltd.

In the Community
Learn more about the organizations we support in the community.

What We DO - GROUP RETIREMENT

Belton BoiselleWe work with your team and our suppliers to create unique programs to fit the needs of your organization and its plan participants. As independent advisors, we challenge industry norms, push the limits on innovation and add value rather than extract it from the system.

We then develop communication material based on your company’s culture and help you distribute that information to your employees to create member pride and ownership.

Through education, we help your employees understand the advantages of Group Buying Power and matching employer contributions to the plan, making them better consumers of financial products and providing them with a significant opportunity to save for tehir retirement. 

Our group retirement offering includes, but is not limted to the following services:


Bringing you new ideas

Unlike many Group Retirement Advisors, we do not keep our good ideas only to attract new clients; we first share them with our existing client base. It's called being innovative and is a key part of our ongoing continuous improvement process.

Our clients come to expect new ideas and approaches from our team and that's probably one of the big reason's we have so many 20+ year relationships.

Keep fees low

Almost every investment, whether group or individual has a fee associated with it to pay the costs of managing the account. This fee comes directly out of the investment return members earn each year.

In general, fees in a group plan are significantly lower than individual investments offered by the bank, credit union or through individual planners. All else being equal, the lower the fee, the more money in your pocket!

Market surveys and negotiation

Win-Win-Win is probably one of the most overused phrases used when trying to describe how relationships between clients, their suppliers and their plan advisors should work in an ideal world. The truth is that in many of cases, the "Win" for one group is a much bigger "Win" than for the others and not everyone is on a level playing field. When we test the competitiveness of a current plan through an open market survey, we ensure that all parties have access to the same information and the playing field is level for everyone; which includes the incumbent provider.

Stewardship Reviews & Reporting

We use some of the industries most spohisticated tools to report annual plan information to you in a timely manner. Using simple language and presentation techniques, we make sure you understand what is happening to your plan and why?

Plan member communication strategies

We use a variety of techniques such as group retirement committees, focus groups, custom communication pieces, Benefits at A Glance statements, and employee surveys to create a sense of employee pride and ownership in your retirement savings plans.  Rather than using complicated investment jargon to simply confuse plan members, we speak in plain language and tailor our communication efforts to the unique style and culture of your company or organization connecting team members to your plan!

Administrative audits & efficiency reviews

We review the administration of your programs to ensure the plan is set up in the most efficient and tax effective manner possible for both the company and your plan members.

If providing your employes with an adequate and comfortable retirement nest egg is your goal, why not ensure that as much of these money going towards your plan as possible ends up in the hands of your employees; not the government or the insurance company. That makes sense to us!

Making your job easier

We are a high touch service provider but we never waste the time of our clients. We add to your human resource capability, enhancing your input and maximizing the effectiveness of your staff. We bring ideas to your team, but also take the time to learn why something may not have been of interest to you to ensure that future recommendations are both focused and appropriate for your organization.