Our IPP Services

Our Individual Pension Plan Services

Here are some highlights of our Individual Pension Plan services.

  • provide no cost, no obligation funding illustration
  • prepare all plan documents upon plan implementation
  • prepare all necessary government forms for implementation
  • ensure plan registration
  • perform annual administration
  • prepare required and discretionary actuarial funding valuations
  • provide T4 information
  • complete audits when necessary
  • ensure ongoing plan compliance
  • complete pension plan termination
  • prepare benefit termination options
  • coordinate asset disbursement upon plan termination