Actuarial and Pension


SERVICES


If you want to rediscover value in your pension consulting services, please contact us today. The sooner we meet, the sooner you can get the service and cost-efficiencies you expect and deserve.


Our Services

Retirement Plan Consulting AND MANAGEMENT
  • Defined Contribution Pension Plans, Group RRSPs, and Deferred Profit Sharing Plans
  • Plan Set-Up and Registration
  • Plan Design and Benchmarking
  • Plan Marketing and Provider Tenders
  • Investment Reviews
  • Plan Governance
  • Legislative Compliance
  • Plan text, amendments, member booklets, Statement of Investment Policies & Procedures (SIP&P)
  • Annual Review
MEMBER EDUCATION and One-on-one sessions
  • Investment Education: guidance with investment selection
  • Retirement Planning: Accumulation
  • Retirement Planning: Decumulation
    • Retirement options
    • Customized income projections
  • Direct Access to Baynes & White consultant
Actuarial Consulting (DB Plans)
  • Funding and Solvency Valuations
  • Plan Design Analysis and Recommendations
  • Wind-Up Valuations
  • Asset Transfer and Plan Spin-Off Valuations
  • Plan Conversions
  • Accounting Valuation and Year-End Disclosure
Pension Administration (DB Plans)
  • Membership Recordkeeping
  • Benefit Calculations and Option Packages
  • Pension Adjustment, Pension Adjustment Reversals, Past Service Pension Adjustments
  • Regulatory Filings (AIR, PBGF, T10, Form 7, IIS, etc.)
  • Annual Member Statements (Comprehensive or Pension Only)
  • Member Education
Pension and Post-Retirement Accounting (DB Plans and Non-Pension Plans)
  • Accounting Valuations and Entries for Corporate and Non-Profit Financial Statements under Canadian, US and International Standards
Executive Plans
  • Individual Pension Plans (IPP)
  • Supplemental Executive Retirement Plans (SERP)
  • Retirement Compensation Arrangements (RCA)
  • Non-Registered and Unfunded Retirement Income Plans

  • Cory Boisselle, Director of Operations
    Baynes & White Inc. have provided our company with a level of knowledge and expertise we have not experienced with our Pension Plan management.  Previously the Pension Plan was a “Black Hole” where we had a basic understanding, but any details and its management was left to our Pension Plan Manager, who offered very little in terms of education, pro-activeness and understanding.  Baynes & White Inc. have taken the plan out of that “Black Hole” for us, and given us a level of comfort that all things related to the plan, are being managed properly and allowing us to make informed decisions.
    Cory Boisselle, Director of Operations
    Bulova