services

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Normandin Beaudry

Administration of defined benefit pension plans

Participants’ data updates and annual statements

  • Analysis of participants’ data
  • Preparation/review of pension adjustments (PAs)
  • Production of lists and statements for the plan administrator
  • Production of annual statements for active and inactive participants
  • Reconciliation of cashflows with the fund custodian
  • Help with the preparation of annual information returns (AIR)

Benefits calculations

  • Forms in the event of termination of membership, retirement or death
  • Statements of benefits in the event of legal separation or divorce, when applicable
     
  • Indexation of pensions for retirees
  • Implementation and management of transfer agreements and past service buybacks
  • Pension adjustment reversal (PAR) and past service pension adjustment (PSPA) statements
  • Mailing of notices of payment to the fund custodian

Available tools

  • Administrative procedures guide, including all required forms
  • Information booklets and internal by-laws, in compliance with the legislation
  • Tools for updating and calculating benefits
  • Consultation of participants’ data and statements
  • Retirement income projection