Products & Services

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Products & Services

Group Pensions

  • Actuarial Valuations
  • Pension Consulting & modeling
  • Governance
  • Benefits calculations
  • Financial statement reporting
  • Analysis
  • Plan administration and compliance, filings
  • Investment Manager reviews and searches
  • Plan wind-ups
  • Mergers and acquisitions
  • International consulting
  • Member education
  • Defined Benefit to Defined Contribution conversions

Individual and Personal Pension plans

  • Projections and initial consultation, advisor support, seminars, presentations
  • Plan set up, design  and registration
  • Trustee agreements, board resolutions
  • Initial funding calculations
  • Administration and yearly compliance filings
  • YP PPP (Young Professional’s Personal Pension Plan)

EKIPP (Executive or Key-Man Individual Pension Plan)

  • Non-connected person individual  pension plan
  • Consultation and projections with  modeling
  • Consulting to corporate Management and compensation committee
  • Plan design and registration
  • Trustee  and board agreements
  • Administration and yearly compliance filings

PPiP (Pension Plan for the Incorporated Professional)

  • Designed by Actuaries specifically for professional corporations
  • Age flexibility
  • Investment, custodial, admin and actuarial fees can be paid outside the pension fund; tax deductible
  • Institutional pension funds with low MERs
  • Contribution flexibility
  • Multiple options at retirement

Other Executive Compensation arrangements

  • SERPS (Supplemental Executive Retirement Plan)
  • RCA (Retirement Compensation Arrangement)

FMV (fair market valuations) of Insurance policies

  • Actuarial calculations
  • Actuarial certification
  • Advisor consulting
  • Underwriting

OPEB (Other Post Employment Benefits)

  • Actuarial calculations
  • Accounting (actuarial) certification
  • Audit support

Special Assignments

  • Compliance issues
  • Solvency issues
  • Cost containment consulting
  • Expert witness & legal support
  • Audit support
  • Pension Advocacy
  • Actuarial and other service provider search
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