A smart way for plan members to use their tax refund


We’ve added a new campaign to our member education resource centre.


Promote investing your tax refund
According to Canada Revenue Agency, in 2017, close to 17 million tax returns generated a refund while approximately 6.5 million had a balance owing*. Plan members are often tempted to spend their income tax refund on a vacation or other consumer item. You can use this campaign to help members understand the benefits of investing their refund in their workplace RRSP. It includes a blog, an email and a poster.

Log in to the plan sponsor secure site and select Educate your members to discover this new campaign and the vast array of topics available to help plan members make the most of their group retirement program.


* https://www.canada.ca/en/revenue-agency/news/newsroom/individual-income-tax-return-statistics-2017-tax-filing-season.html