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Retirement and Pension Plans

Retirement and pension plans are among the key elements of employer compensation plan strategies. The aging workforce, increased life expectancy and the volatility of financial markets each have a significant impact on pension plans. 

Whether concerning defined benefit pension plans, defined contribution pension plans or accumulation and savings plans, our expertise on the subject is solid. 

Our comprehensive services allow us to meet all needs relating to retirement savings plans: 

  • Plan design 
  • Tax efficiency 
  • Actuarial valuations and expense certification 
  • Pension expense and financial reporting in financial statements 
  • Regulatory compliance 
  • Studies for benefit amendments or benefit enhancement 
  • Retirement committee meetings, annual general meetings
  • Asset management consulting 
  • Investment policies 
  • Mergers, acquisitions, wind-ups 
  • Communication with employees 
  • Record keeping and annual benefit statements 
  • Benefit calculations 
  • Pension adjustment calculations 

Contact person in Toronto 

John Richards
Tel: +1 416 960 7498
Email: john.richards@willistowerswatson.com