DFG builds lasting relationships that deliver meaningful results.
DFG is a team of hardworking, trustworthy and innovative professionals. For 40 years, we have delivered business solutions that save money and time, simplify group plan administration and maximize employee retention. And as leaders in group retirement advising in Canada, our experts ensure the retirement success of every plan member, while setting new standards in customer service.
Single Point of Contact
DFG’s Third Party Administration (TPA) services streamline benefits administration and provide a single point of contact. We are plan administration experts and our adherence to industry best practices has earned us a membership in the TPAAC - Third Party Administrators’ Association of Canada. Partnering with us means you can focus on your business and leave your benefit administration to an experienced and highly-accountable team.
By listening carefully to a customer’s needs and objectives, and then applying our expertise and attention to the smallest detail, DFG can build a lasting relationship that delivers meaningful results.
Customer Service PhilosophyThe DFG customer service philosophy is, quite simply, to do whatever it takes to exceed customer service expectations.
Benefits Consulting Services
- Plan Design Consulting, including Underwriting Arrangements
- Detailed Financial Analysis
- Financial and Administrative Negotiations with Providers
- Benefit Plan Benchmarking
- Market Analysis
- Legislative and Benefit Trend Updates
- Communication and Employee Education Sessions
Benefits Plan Administration (TPA)
- Maintenance of Employee Eligibility Data and Beneficiary Designation Records
- Record Keeping for Disability Claims
- Customize and Reconcile Billing Statements
- Assist with the Submission of Life, Long Term Disability and Waiver of Premium Claims
- Remit Premiums to Carriers
Retirement Consulting Services
- Plan Design Consulting
- Record-keeper Monitoring
- CAP Guidelines Management
- Annual Plan Review and Reporting
- Ongoing Investment Fund Performance Reviews
- Employee Retirement Education and Communications
- Employee One-on-One Advising
- Administrative Support