Demo Heavy Equipment Pension Trust

Group Pension · Heavy Equipment Operators Alliance (Demo) · ON

RB
All plans

Members

18,420

Renewal window

Digital adoption

51%

+4 pts90 days

Cross-sell penetration

9%

+1.8 pts

Renewal

Apr 1, 2027

Steward D. Osei

Digital content published to members

  • Critical Illness at a glance

    Microsite · updated Aug 26, 2026

  • Your pension options explained

    Video (3:40) · updated Aug 19, 2026

  • Spousal life — guaranteed issue

    Landing page · updated Aug 30, 2026

  • Health Spending Account calculator

    Interactive tool · updated Sep 1, 2026

  • Disability coverage gap statement

    PDF + QR insert · updated Jul 30, 2026

Member segments

  • Nearing retirement (55+)3,316
  • New to plan (< 2 yrs)2,579
  • Coverage gap flagged1,658
  • Life event last 90 days1,105
  • Unreachable digitally9,026

Cross-sell opportunities in this plan

Open radar
  • 91

    Retirement income transition review

    Marcel T. · M-40188 · Next 30 days

    Estimator usage is the strongest signal of an upcoming retirement-income conversation. Bundling a payout-option review with a voluntary top-up recapture is the highest-value play for pre-retirement cohorts.