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