We advise clients on all aspects of pension and benefits plan governance, including:

• Governance audits and structural reviews
• Performance management and third-party monitoring
• Administrators’ self-assessments
• Risk management, internal controls and reporting
• Strategic planning and multi-year business planning
• Policy reviews
• Regulatory compliance reviews
• Board and governance committee education, development and self-assessments
• Secretariat support for governance committees
• Documentation

Our experience includes a diverse range of plans, sponsors and governance structures:

• In terms of size – from the largest public and private sector plans to small plans with fewer than 100 members – and plan types – defined benefit, defined contribution, hybrid and target benefit
• In terms of governance – corporate governance through a pension management committee, joint trustee boards, union trustee boards and member committees

We are available to work on a project or continuing basis and are happy to discuss the establishment of a retainer relationship where this might best meet our client’s needs.

Please contact us if you would like more information on the services we provide.