Pension services provided to our clients

i) Assists in the development of the Pension Plan design.

ii) Provides an individually designed Plan document incorporating the rules of the Plan for the Employer.

iii) Assists with the necessary explanations to the staff about the Pension Plan and assist with the enrollment of the members into the Plan.

iv) Provides, at least annually, staff meetings to review the Plan and it investment options.

v) Assists in registering the Plan with the appropriate Government departments.

vi) Drafts and prints the Employee booklets which will explain the provisions of the Plan and its investment options.

vii) Provides comprehensive semi-annual Employee Pension statements showing the opening balance of the Pension Funds, all credits to and payments from the Funds and the value of the Funds at each period end.

viii) Maintains all records necessary for the operation of the Plan.

ix) Assists the employees at retirement or prior to retirement to select the appropriate Retirement Option for their retirement.

x) Provides management of the Investments Funds via the appointment of the appropriate investment management expertise for our Plans.