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For Clients with Benefit Plans

We advise clients on actuarial issues related to benefit plans.

We perform accounting valuations for clients with post-employment and retiree benefit plans.

We advise clients on all aspects of self-insured long-term disability plans:

  • Design
  • Management
  • Actuarial valuations
  • Accounting
  • Funding
  • Provider selection
  • Governance

In addition, we have experience with projects, such as:

  • Measuring changes in disability management outcomes
  • Reviewing benefit administration procedures and calculations
  • Establishing, terminating or changing plans
  • Reviewing work performed by other providers
  • Board and committee education
  • Communication support: newsletters, websites, booklets, annual reports

We advise clients on investment issues for funded benefit plans:

  • Investment policy reviews
  • Investment performance analysis and reporting
  • Asset mix studies
  • Dynamic asset allocation and de-risking strategies

We have experience working with one of the largest health and welfare trusts in Canada, where we set reserves and contribution rates and review and revise actuarial policies and procedures.

PleaseĀ contact us if you would like to discuss our services for clients with benefit plans.