Pension Plans & Retirement Income Arrangements?

Technical Actuarial Services

• Performing actuarial valuations of your pension plans for statutory funding and tax deductibility requirements, for disclosure on the corporate financial statements, or for negotiation purposes
  
  
• Performing actuarial valuations of other retirement commitments for funding, tax deductibility or financial disclosure purposes
  
  
• Preparing material for the pension authorities, including the Annual Information Return and the Ontario Pension Benefit Fund Guaranty Fund Assessment
  
  
• Preparing material for the tax authorities including Pension Adjustments, Past Service Pension Adjustments, and the new forms such as the Revenue Canada Annual Information Return
  
  
• Seeking rulings and opinions from pension regulatory authorities on matters concerning the benefits payable from your plan, requirements by the authorities, corporate restructuring and other such issues
  
  
• Seeking rulings and opinions from tax authorities on the impact of the new rules to specific plans and the resolution of difficulties between provincial pension legislation and federal tax legislation
  
  
• Establishing commuted values for death claims or portability elections
  
  
• Establishing bases on which to compute actuarially equivalent pension for retirements