Bringing you live news and features since 2006 


BMO Retirement Services launches cross-border platform


BMO Retirement Services is rolling out an integrated cross-border retirement services platform, with capabilities to serve clients who have a presence in both the US and Canada.

"Our distinctive trust-based model, along with our cross-border focus on good plan governance, fee transparency, high-touch service and member education, allow us to support our clients' overall business strategy, while providing them the ease and consistency of working with a single provider," says Matt Smith, managing director, BMO Retirement Services, North America.
International firm Zoeller Company, the oldest independently-owned sump pump manufacturer in the US, will be its first client to take advantage of the new offering. BMO had been providing Zoeller employees with corporate retirement services in the US. Moving forward, BMO will be bringing consistent retirement benefits to Zoeller's employees in Canada as well.
"We are very pleased to welcome Zoeller as a cross-border client," says Smith. "Our strongest client relationships develop from working with companies that share a similar philosophy regarding employer-sponsored retirement plans — helping people achieve retirement security. Companies who have employees in both the US and Canada often wish to have a similar approach to their retirement programs in both countries. BMO Retirement Services is uniquely positioned to provide that experience."
By partnering with BMO Retirement Services, Zoeller can now manage the retirement plans of their employees in the US and Canada consistently through a single record-keeper.

Latest News

EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by