Connect with us:  

George & Bell Perspectives.

George & Bell Welcomes JJ Lee

George & Bell Welcomes JJ Lee

January 20, 2021. Category: Firm News. Comments Off on George & Bell Welcomes JJ Lee.
Written by George & Bell Consulting.

We are pleased to announce that JJ Lee has joined the Pension team at George & Bell Consulting.

JJ has worked in the pension field since 2009 and has experience providing solutions for clients with various retirement arrangements, including individual pension plans, supplemental arrangements, single-employer pension plans and large multi-employer pension plans. Read full entry

B.C. Target Benefit Plans: PfAD Suspension Effective December 31, 2019

B.C. Target Benefit Plans: PfAD Suspension Effective December 31, 2019

January 6, 2021. Category: Actuarial, Pension and Benefit Plans, Pension Plans. Comments Off on B.C. Target Benefit Plans: PfAD Suspension Effective December 31, 2019.
Written by Greg Heise.

While it may have gotten lost in the run-up to holiday season, the Order in Council passed on December 18, 2020 to suspend the application of the PfAD to B.C.’s Read full entry

Revised Draft Legislative Proposals for ELHTs

Revised Draft Legislative Proposals for ELHTs

December 21, 2020. Category: Benefits, Pension and Benefit Plans. Comments Off on Revised Draft Legislative Proposals for ELHTs.
Written by Jojy Oommen.

Budget 2018 saw the federal government propose legislative changes to the section of the Income Tax Act governing Employee Life and Health Trusts (ELHTs). Read full entry

New Principals at George & Bell Consulting

October 22, 2020. Category: Firm News. Comments Off on New Principals at George & Bell Consulting.
Written by George & Bell Consulting.

We are pleased to announce two internal promotions and two external additions as Principals of George & Bell Consulting.

These four Principals are:

Kristina, Hubert and Randi are in Vancouver and Jojy is in Edmonton. Read full entry

George & Bell Consulting Advocates for COVID-19 Plan for Registered Retirement Savings Plan (RRSP) Withdrawals

George & Bell Consulting Advocates for COVID-19 Plan for Registered Retirement Savings Plan (RRSP) Withdrawals

April 3, 2020. Category: COVID-19, Firm News, RRSP. Comments Off on George & Bell Consulting Advocates for COVID-19 Plan for Registered Retirement Savings Plan (RRSP) Withdrawals.
Written by George & Bell Consulting.

George & Bell Consulting is calling on the Government of Canada to allow non-punitive RRSP withdrawals for Canadians to meet short-term financial needs, called the “COVID-19 Plan”. Read full entry

G&B's COVID-19 Response

G&B’s COVID-19 Response

March 24, 2020. Category: Consulting, COVID-19, Firm News, Social Responsibility. Comments Off on G&B’s COVID-19 Response.
Written by George & Bell Consulting.

At George & Bell Consulting we are closely monitoring the COVID-19 outbreak and the government recommendations on business practices. 100% of our staff have had the ability to work from home since March 13th and are doing so through emails, phone calls and video conferencing. Read full entry

George & Bell Welcomes Michelle Richardson

George & Bell Welcomes Michelle Richardson

January 16, 2020. Category: Consulting, Firm News, Investment. Comments Off on George & Bell Welcomes Michelle Richardson.
Written by George & Bell Consulting.

We are pleased to announce that Michelle Richardson has joined the Investment team at George & Bell Consulting. Michelle has worked in the pension and investment fields for over 8 years, analyzing and advising clients on investment matters. Read full entry

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

January 13, 2020. Category: Group Benefits, Investment, Pension and Benefit Plans, Pension and Investment, Pension Plans, Retirement. Comments Off on Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values.
Written by Rory O'Connor.

We are often asked by members whether or not they should take their commuted value as a lump sum payout upon termination. Read full entry

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

December 16, 2019. Category: Benefits, Legislation, Pension and Benefit Plans, Pension and Investment, Pension Plans. Comments Off on New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans.
Written by Greg Heise.

Last week the B.C. government announced new defined benefit (DB) plan funding rules that take effect December 31, 2019. Some might say that these changes have been long overdue given that the past regime’s heavy focus on solvency is a main cause of DB plans being less prevalent in the private sector. Read full entry

G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples

G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples

August 7, 2019. Category: Firm News, Proxy Voting. Comments Off on G&B and Coast Funds Announce Shareholder Proxy Voting Guidelines Advocating for the Rights of Indigenous Peoples.
Written by George & Bell Consulting.

George & Bell Consulting and Coast Conservation Endowment Fund Foundation (“Coast Funds”), an Indigenous-led conservation finance organization created by First Nations, the governments of British Columbia and Canada, and private foundations as part of the 2006 Great Bear Rainforest agreements, today announced new shareholder proxy voting guidelines that advocate for the rights of Indigenous Peoples. Read full entry

Older Articles