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
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