Products & Services
- Actuarial Valuations
- Pension Consulting & Modeling
- Governance
- Benefit(s) Calculations
- Financial Statement Reporting
- Analysis
- Plan Administration & Compliance
- Investment Manager Reviews & Recruitment
- Plan Wind-Ups
- Mergers & Acquisitions
- International Consulting
- Member Education
- Defined Benefit to Defined Contribution Conversions
- Projections & Initial Consultation, Advisor Support, Seminars, Presentations
- Plan Set-Up, Design & Registration
- Trustee & Board Agreements/Resolutions
- Initial Funding Calculations
- Investment Management Review & Recruitment
- Administration, Annual Compliance/Regulatory Filings
Executive or Key-Man Individual Pension Plan
- Non-connected Person Individual Pension Plan
- Consultation & Projections (with modeling)
- Consulting to Corporate Management & Compensation Committee
- Plan Set-Up, Design & Registration
- Trustee & Board Agreements/Resolutions
- Initial Funding Calculations
- Investment Management Review & Recruitment
- Administration, Annual Compliance/Regulatory Filings
Pension Plan for the Incorporated Professional
- Designed by Actuaries specifically for younger professionals
- Plan Set-Up, Design & Registration
- Trustee & Board Agreements/Resolutions
- Initial Funding Calculations
- Investment Management Review & Recruitment
- Administration, Annual Compliance Filings
Other Executive Compensation arrangements
- Supplemental Executive Retirement Plan (“SERPS”)
- Retirement Compensation Arrangement (“RCA”)
Fair Market Valuations of Insurance Policies
- Actuarial calculations
- Actuarial certification
- Advisor consulting
- Underwriting
Other Post Employment Benefits (OPEB)
- Actuarial calculations
- Accounting (actuarial) certification
- Audit support
- Compliance issues
- Solvency issues
- Cost containment consulting
- Expert witness & legal support
- Audit support
- Pension Advocacy
- Actuarial & other service provider search