Payroll Plan Toolkit
With the Payroll Investment Plan (PIP) your clients can reduce income tax every payday (since they receive the tax savings immediately on each paycheque), and invest this money directly into their RRSP investment account instead. This flowchart breaks down implementation of the PIP plan for a quick reference from start to finish. Click the flowchart to download a PDF version.
Employer/Business Owner Tools & Resources
Business Owner Highlight Sheet – This highlight sheet can be printed or emailed as a PDF and features a Payroll Plan 101 video.
Letter to Business Owners – You can use this letter to reach out to business owners in your area to inform them of the Payroll Plan.
Employee Presentation Tools & Resources
Video – The Payroll 101 video provides an overview of the Payroll Investment Plan. This video can also be shared with your clients.
Brochure – This brochure is available as a PDF for online distribution or in a printed version. Personalized brochures are also available with your specified contact information on the back panel.
Highlight Sheet – This highlight sheet can be printed or emailed as a PDF and features the Rollover Investment strategy.
Information Form & Sign Up Sheet – This PDF fillable form can be used digitally or printed to have on hand when meeting with clients or giving presentations.
Calculator – Use this online calculator to quickly calculate the your clients net cost per contribution and see the breakdown in tax savings.
Payroll Authorization Form (PAF)
Payroll Contribution Submission Form
Other Employee Communication
Emails – These three general emails can be personalized with your contact information so that you can send to clients directly.
Paycheque Stuffer – This is great for employees who might not have email and may receive their paycheque in print form.
Poster – This 11×17 poster can be printed and displayed in your office or at companies where the Payroll Investment Plan is available to employees.