What Sets us Apart?
We advise boards of trustees and pension committees in union, single-employer, and jointly governed environments on all aspects of retirement plans, including defined benefit, target benefit, and defined contribution plan designs.
Our services include advice and guidance on design, financial management, actuarial valuation and funding, accounting, governance, and administration of retirement programs.
Our Services
- Reviewing pension administration procedures or calculations
- Establishing, terminating, merging, or joining plans
- Converting plans from one design to another (e.g., defined benefit plans or defined contribution plans to target benefit plans)
- Reviewing work performed by other providers
- Plan member education seminars
- Board and committee education
- Analysis of pooled registered pension plan (PRPP) feasibility
- Communication support: newsletters, websites, booklets, annual reports
Investment Advice
Running into issues with your funded pension plan? We can help.
- Investment strategy, policy, and beliefs reviews
- Investment performance analysis and reporting
- Asset-liability management analysis and asset mix studies
- Dynamic asset allocation and de-risking strategies
- Fund manager and custodian reviews and selection
- ESG reporting
Our Experience
We have experience with many types of plans and sponsors, from among the largest pension plans in Canada (over 90,000 members) to smaller plans. We act as advocates for our clients on various issues, including changes to funding rules, commuted value rules, and various changes to legislation necessary for our clients’ plans to improve sustainability in light of long-term objectives.
Our work for sponsors is also informed by our significant experience advising clients and their legal counsel on actuarial issues related to pension litigation.