Learn About Investing

To learn about the basics of investing the different types (asset classes) of investments, what type of investor you are in regard to risk, and how much you should save for retirement, visit the Zurich Member Support Hub.

Retirement Planning Tools

You can find retirement planning tools in the Member Support Hub, such as the savings calculator that will assist you in determining how much money you will need to save for retirement, and the risk profiler that will ask you a series of questions to help you asses your comfort level with risk when selecting your investments.

Investment Options

You can create your own investment strategy from the range of investment funds offered by the Plan. Information (e.g., objective, fees, etc.) about these funds can be found in the Fund Centre on the Zurich International Online (ZIO) website and in the IARC Retirement Plan Investment Guide.

You can find the available investment funds and their respective fund factsheets that contain information about historical returns and fees at the Fund Center on the ZIO platform. To learn how to search for funds, download fund fact sheets, check fund prices, etc., refer to the Fund Center FAQs and Fund Center User Guide.

Reviewing Fund Performance

You can review performance by accessing the Fund Center on the ZIO platform. From the tab bar, click on the type of performance that you would like to review — cumulative < 1 year, cumulative > 1 year, discrete, or annualized.

You can also use the rate of return calculator to calculate return for each investment held or for your overall account. This calculation can be generated in a summary or a detailed report for the time period selected and delivered directly to your ZIO inbox. To learn about the rate-of-return calculator, view the instructional video Retirement planning made easy or refer to the Rate of Return Calculator Guide.