Our Specialities - Defined Contribution Plans

Defined Contribution Plans

  • Maintain member records, and enroll new members
  • Process indicative updates
  • Allocate contributions across respective funds based on member investment elections
  • Provide trustee with trade instructions
  • Update transactions with fund prices
  • Allocate income to member accounts
  • Calculate and process withdrawal and terminations, including trades and communication of amounts to plan trustee for preparation of payments
  • Reconcile member accounts to trust assets
  • Provide individuals statements for members
  • Provide summary reports to plan sponsor
  • Prepare tax slips and contribution receipts for members and filing with tax authorities