Products & Services

Products & Services

Group Pensions

  • 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

Individual and Personal Pension Plans

  • 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

Special Assignments

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