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For Clients with Pension Plans

We advise clients on all aspects of retirement saving plans:

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

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

  • Reviewing pension administration procedures or calculations
  • Establishing, terminating or changing plans
  • Reviewing work performed by other providers
  • Converting defined benefit plans to target benefit plans or money purchase plans
  • Plan member education seminars
  • Board and committee education
  • GST/HST refund applications and administration
  • Analysis of pooled registered pension plan (PRPP) feasibility
  • Communication support: newsletters, websites, booklets, annual reports

We also advise clients on investment issues for funded pension plans:

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

We have experience with many types of plans and sponsors:

  • From among the largest pension plans in Canada to smaller defined benefit and money purchase plans.
  • Various governing bodies: joint trustee boards, employer trustee boards, union trustee boards, management pension committees, and advisory committees.

Our work for sponsors is informed by our experience advising lawyers on actuarial issues related to pension litigation.

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