Pension Consulting

The Benefit Partners Pension Team has decades of experience providing exceptional Consulting Services to organizations interested in setting up new plans, as well as providing guidance to our clients while we assist them to maintain their ongoing plans. We currently have long standing client mandates ranging from 5 to 2,000 members, both in Ontario and nationwide.

The following list of services are typical of group retirement plan consultant work. However, our specialty reporting and 5-step plan management process is what separates us from other firms.

If you would like to hear more of these unique offerings, please feel free to contact us!

  • Consulting Services

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

    • Organization of, participation in, educating 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
    • 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
    • Retirement planning and retirement services