DROP-OEFINED BENEFIT PENSION PLANS

 

  • Maintain an active life member record database
  • Maintain an inactive (pensioners and deferred lives) member database
  • Produce annual pension benefit statements
  • Prepare individual member benefit calculations and option forms
  • Process pension benefit entitlements
  • Assist in the completion of Annual Information Returns
  • Calculate Pension Adjustments
  • Calculate and prepare reports for Pension Adjustment Reversals
  • Reconcile custodial reports for pension benefit withdrawals and pensioner payments
  • Prepare pension administration data files for Plan Actuary