Our experienced and knowledgeable team offers our
clients a full range of services to ensure the most
efficient and cost effective administration of your
pension plan. BPA provides the day-to-day services that
ensure that Trustees' and Members' needs are met. We will
review and advise on the plans on-going administration
procedures in order to facilitate process improvements.
We will also report to the Trustees on
emerging trends in legislation and plan design.
Our knowledgeable pension department will ensure that
your Pension Trust Fund is administered in accordance
with the plan provisions and all applicable legislation.
Today it is expected that Trustees will ensure that
proper Pension Governance procedures are in place. We
have developed a comprehensive program to ensure that
this goal is met. Communication with Members is
imperative and we produce statements and newsletters for
the Membership to keep them informed.
We maintain a set of Members' registration cards. Any
notification of changes to the information on the
registration cards will be recorded and filed. We
respond to inquiries from Members and beneficiaries or
their financial advisors regarding their entitlements.
We will prepare and submit federal and provincial Annual
Information Reports, as required. We will assist
auditors in the preparation of audited financial
statements.
We have an overall view of the well-being of the plan
and ensure that it is administered in accordance with
the plan provisions, and any applicable legislation.
Among the assignments we can undertake singly, in
combination, or as needed within a continuing client
relationship, are the following:
Plan Administration
Developing efficient procedures;
Preparing forms and records;
Developing plan administrative manuals;
Setting up data processing systems and computer
programs;
Preparing annual employee statements;
Generating required tax reporting forms;
Reviewing administrative methods;
Maintaining plan records;
Generating employer preprints;
Receiving and allocating employer contributions;
and
