Retirement Plan Consulting And Management (DCPP, GRRSP, DPSP)

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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 […]

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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 […]

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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 […]

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Executive Plans

Individual Pension Plans (IPP) Supplemental Executive Retirement Plans (SERP) Retirement Compensation Arrangements (RCA) Non-Registered and Unfunded Retirement Income Plans […]

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