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.
We would be pleased to discuss any of these services —
- DC Consulting
- Actuarial
- Pension Administration
- Pension and Post-Retirement Accounting
- Legislative Compliance
- Plan Governance
- Executive Plans
DC Consulting
- For defined contribution plans, group RRSPs and DPSPs
- Plan set-up and registration
- Plan design and benchmarking
- CAP service provider/fund manager searches
- Investment reviews
- Member Education in group or one-on-one sessions
Actuarial
- For defined benefit pension plans
- Funding and solvency valuations
- Plan design analysis and recommendations
- Wind-up valuations
- Asset transfer and plan spin-off valuations
- Plan conversions
Pension Administration
- For defined benefit pension plans
- Membership recordkeeping
- Benefit calculations and option packages
- Pension Adjustments, 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
- For defined benefit plans
- For post-retirement pension and non-pension plans
- Accounting valuations and entries for corporate financial statements
- Under Canadian and international standards such as CICA, FASB, IAS and IFRS
Legislative Compliance
- For all registered pension plans
- Legislative updates
- Plan text and amendments
- Member plan booklets
- Statement of Investment Policies & Procedures (SIPP)
Plan Governance
- For all registered pension plans
- Set-up of pension committee and governance program
- Governance policies and documentations
- Monitoring and updating governance program and policies
- Ongoing governance consulting in accordance with CAPSA Governance Guidelines #3 and #4
Executive Plans
- Individual Pension Plans (IPP)
- Supplemental Executive Retirement Plans (SERP)
- Retirement Compensation Arrangements (RCA)
- Unregistered/Unfunded Retirement Income Plans