Retirement Consulting Services
Provided for a variety of retirement products including defined benefit retirement plans, Capital Accumulation Plans (Gr RRSP, Defined Contribution Plans, DPSP, GrTFSA)
The services that are provided by us to our clients include but are not limited to:
Actuarial Valuations
Going-concern, solvency, accounting; SERPs, IPP, RCA
Determination of Accounting Entries
Under Canadian, US and International Standards
Funding of SERPs
Unfunded Retirement Arrangements / Suplementary Executive Retirement Plans (SERPS)
Union Negotiations
Plan Design and Scenario Costings
Asset / Liability Modeling
Conversion of DBPP to CAPs and vice versa
Investment review
Preparation and review of the Statement of Investment Policies & Procedures
Marketing of a CAP
- preparation of the RFP; the comprehensive review of Administrative, Custodial and Investment management services by inviting various service providers to participate (submit written responses and attend finalist presentations
- inviting service providers to provide written submissions, reviewing submission from service providers and preparing marketing report for the pension committee review
- inviting selected service providers for finalist presentation
including negotiation of fees paid by the employer and members