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Quarterly 'Living Well' Newsletter (PDF - 1.08 MB, opens in a new window)
  • iA Group Retirement Services Inc. (formerly BMO Group Retirement Services Inc.) was acquired by Industrial Alliance Insurance and Financial Services Inc. on March 22, 2016 and is no longer a part of Bank of Montreal or its affiliates. Any use of Bank of Montreal trade-marks by iA Financial Group (Industrial Alliance Insurance and Financial Services Inc.) is under license. For more information about this change, call the HelpDesk at 1-877-446-8347 or to learn more about iA Financial Group visit their website at

Welcome to BMO Group Retirement Services

BMO GRS provides a complete array of recordkeeping and administrative services for Defined Contribution plans including MPPPs, Group RSPs, Group TFSAs and related taxable savings plans. We also provide services for flexible components for DBPPs. Our standards focus on exceptional accuracy of accounting and administrative support giving plan sponsors peace of mind through our proprietary GOVERNEX program, and their members comfort and guidance with LifeGARD.

  • Personal service,
  • Customized solutions,
  • Comprehensive member education and decision support,
  • Our open architecture system,
  • Proprietary tools such as Governex and LifeGARD, for plan members and sponsors
Plan Members - Account Login
You will find a full selection of services and features here to help you, the plan member, with your investment and retirement decisions.
LifeGARD® is designed specifically to help you make your investment decisions, with a selection of calculators, seminars and written materials to support your decision making including access to our Help Desk.
Plan Sponsors - Account Login

BMO GRS Plan Sponsor Services

At BMO GRS our customized solutions include an ability to personally run plan reports, statements and approve enrolments directly on our website.

Plan Sponsor Resource Centre

We have also created, for your reference, a library of articles, roundtables and dialogues with industry experts on a variety of topics related to the administration and good governance of your plan. This is part of our GOVERNEX® commitment to help you with the governance of your defined contribution savings plan.