Pension & Retirement

Pension and Retirement Plans

Retirement planning has become increasingly complex as demographics, economic volatility, government legislation and rising pension liabilities impact the design and administration of company pension and retirement plans. TAL provides solutions to help clients meet their business objectives and commitments while helping them manage their plans for the future.

Consulting

  • Group RRSPs and defined contribution plans.
  • Executive plans such as IPPs, SERPs and RCAs.
  • Plan design and administration including plan set-up and registration, amendments, contract review, record keeping, and plan member statements.
  • Plan governance and regulatory oversight.
  • Member education and communications.

Pension Consulting & Administration

  • Funding or wind-up valuation consulting, assistance with mergers, acquisitions and divestitures.
  • Plan governance and regulatory oversight.
  • Regulatory filings, pension adjustments, record keeping, member statements.
  • Member education and communication services.