Author Archive

  • 2017 IPP’s

    If you have not already thought of establishing an IPP, the current economic situation warrants some consideration of the benefits available. This would be an opportune time to review the protection an IPP offers. An IPP is designed to permit additional funding to compensate for losses incurred during volatile markets. Please call our office for further discussion.

    Posted at January 24, 2017 | By : administrator | Categories : News | 0 Comment
  • Pension Adjustments (PA)

    A pension adjustment or PA is an amount that reduces the RRSP deduction limit of persons who are in a company-sponsored registered pension plan. This is an attempt to equalize the various tax deferred savings programs in Canada and ensure that persons who participate in a company pension plan do not have the same level of RRSP contributions as those who do not. Thus, persons who are not in a pension plan do not have a ...

    Posted at December 3, 2015 | By : administrator | Categories : News | 0 Comment
  • Individual Pension Plans with an Effective Date of January 1, 2017

    IPP's are established with an effective date of January 1st and a fiscal year-end of December 31st. Aside from corporate funding towards previous years of employment service, contributions are based on current year wages from the Employer/Plan Sponsor. We require sufficient time to prepare the documentation for submission prior to the fiscal year-end of the pension plan, December 31, 2017.

    Posted at October 29, 2015 | By : administrator | Categories : News | 0 Comment
  • Filing Deadline Quickly Approaching

    The June 30th filing deadline for the 2012 Annual Information Return is quickly approaching. McFarlane Amerlee clients who are in receipt of their completed Annual Information Returns, please ensure the forms are signed and returned to our office for submission prior to June 30th.

    Posted at April 8, 2013 | By : administrator | Categories : News | 0 Comment
  • We’re Moving!

    Effective August 30, 2012, McFarlane Amerlee will be relocating to: Unit 47, 35 Inglewood Park SE Calgary, AB T2G 1B5 ph: (403) 265-5050 fax: (403) 265-2426

    Posted at August 16, 2012 | By : administrator | Categories : News | 0 Comment
  • Welcome

    Welcome to the McFarlane Amerlee website and blog. The purpose of this blog will be to keep our readers up to date with all new pension legislation pertaining to individual pension plans.

    Posted at May 28, 2012 | By : administrator | Categories : News | 0 Comment