Valuation Reports

Solvency Valuations

Wind-Up Reports

Accounting Valuations

Actuarial Certifications

Actuarial Evidence for the Courts

Marriage Break-Up Calculations

Commuted Value Factors

Optional Conversion Factors

Cash Flow Projections

Experience Studies

Plan Text Design

Immunization techniques

Review and validation of plan administration, plan benefit design, and regulatory compliance

Governance Guidelines

Annual CICA 3461 and 4100 Accounting (projection, review, auditor)

Interest rates for refunds, death and 50% test, and voluntary contributions

Monitor legislative changes which affect the Plan

Negotiate and review with Insurance Company for premium rates and retention charges

Review annual insurance experience for a policy year

Special projects as may be required

Attend meetings, as requested

Present at seminars, as requested

Establishment of statement of investment policies and procedures (SIPP)

Investment manager searches

Asset mix selection

Performance monitoring

Receive and monitor employee and employer contributions

Maintain membership records

Calculate and pay plan benefits

Prepare and distribute annual benefit statements and other legislated reporting requirements

Prepare financial statements

Compliance filings with the Income Tax Act and Pension Benefits Act

Issue pension monitor letters annually to pension in payment participants or as required to control fraudulent claims

Prepare plan booklets