Pension Consulting

Pension Plan, Group RRSP and DPSP Consulting

  • Consulting Services

    • Review/audit of existing programs
    • Consultation in plan design
    • Analysis of recordkeeping, administration, and investment managers
    • Recordkeeping and administration system searches
    • Investment manager searches
    • Consultation regarding manager selection, investment policy, and asset allocation
    • Investment portfolio performance analysis
    • Individual Pension Plan design, execution and ongoing management
  • Plan Governance

    • Strategic Planning
    • Organization of, participation in, and reporting to pension committees
    • Assistance with regulatory documentation
    • Periodic review and reporting on all plan particulars
    • Ongoing plan management
  • Communication

    • Regular plan member group communication sessions
    • Quarterly Lunch "n" Learn sessions
    • Personal employee consultations both via telephone or in person
    • Regular Member Newsletter Series
  • Member Services

    • Risk tolerance measurement
    • Individual pension forecasting
    • Plan member investment advisory services
    • Retirement benefit design and settlement
    • Individual risk tolerance testing and asset allocation