5160 Explorer Dr, Suite 11, Mississauga ON L4W 4T7

(289) 724-0013

Defined Benefit Pension Plans

Defined Benefit Pension Plans

We provide a full range of consulting and actuarial services to all types of defined benefit plans including but not limited to Final Average, Career Average & Hourly (Salaried / Union). Services provided include but not limited to

  • Retirement Plan setup and design
  • All required actuarial valuations – going-concern, solvency, accounting
  • Accounting Entries – All entries required to be reported on the corporate balance sheet; CICA3461 (Canadian), FAS87, 88, 106, 112, 132 (US), IFRS IAS19 (new standards)
  • Plan design, scenario analysis, actuarial costings
  • Preparation & filing of all regulatory documents (Form 7, IIS, AIR)
  • Preparation of the Statement of Investment Policy & Procedures (SIP&P)
  • Investment review
  • Asset / Liability modeling
  • Member communications
  • Plan amendment
  • Plan Conversion to Capital Accumulation Plans (GrRRSP, DC Pension Plan, etc)
  • Windup of pension plan
  • Financial Education (plan members, pension committee)
  • Full pension Administration Services
  • Retirement Plan Governance (setup and management)
  • Union negotiations
  • Ad-hoc actuarial and retirement consulting services