Services

Services for DB Plans:

  • Governance Structures
  • Fiduciary Education
  • Asset Mix
  • Investment Structure
  • Manager Searches
  • OCIO Selection and Monitoring
  • Assessment of ESG Practices
  • Custodian Searches
  • Investment Policies
  • Investment Monitoring
  • Customized Member Communications

Services for DC Plans:

  •  Governance Structures
  • Fiduciary Education
  • Plan Design
  • Recordkeeper Searches
  • Manager Structure Review
  • Investment Manager Search
  • Investment Policies
  • Contract Review and Negotiation
  • Manager and Recordkeeper monitoring
  • Fee Benchmarking

Services for Foundations, Endowments and First Nations Trusts:

  •  Governance Structures
  • Fiduciary Education
  • Asset Mix
  • Investment Structure
  • Manager Searches
  • Assessment of ESG Practices
  • Custodian searches
  • Investment Policies
  • Investment Monitoring

We provide a full range of customized analysis and reports for all types of pension plans and portfolios. We can also be engaged to provide second opinions.

Pension Wellness Assessments

 Our proprietary Pension Wellness Diagnostic undertakes a holistic analysis of all aspects of your governance and plan operations and provides an assessment of gaps or emerging issues with your program and investment portfolio. It offers a great way to assess the effectiveness of your governance structure and your investment structure. The assessment tool is a customized tool that is tailored to the nature of your program. There is a DB version (which can be employed to assess foundations, endowments and aboriginal trusts) and a DC version. 


The Pension Wellness Assessment includes a report on the findings and is presented in a meeting with the Investment Committee. The cost for the Pension Wellness Assessment is $5,000.

DB Pension Wellness

  

The DB Pension Wellness assessment will review the following

  • SIPP
  • Governance documentation
  • Investment manager agreements and mandates
  • Most recent valuation
  • Investment structure
  • Fee levels

DC Pension Wellness

  

The DC Pension Wellness assessment will review the following

  • SIPP
  • Governance documentation
  • Plan design
  • Plan communications
  • Provider contracts
  • Investment structure
  • Fee levels