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Stand Alone Pension Plans

A Custom Solution for Companies

Notwithstanding the lower costs, wide range of investment options and limited administrative requirements, we recognize that RF’s Multi-Employer Pension Plan may not meet all the needs of all companies. To meet the needs of these companies, RF offers Stand Alone Pension Plans that are designed to meet the specific needs of each company and its employees.

While these plans are generally established by very large employers that do not need to pool assets to obtain benefits of scale, we understand that some companies are willing to pay the additional costs and take on the additional administration in order to meet certain employer/employee requirements, including obtaining control over the securities invested in the Fund and appointing service providers.

Our pension team have over 30 years of experience in designing and administering benefit and defined contribution pension plans and are able to assist in the following:

  • Developing the rules of the Pension Plan including eligibility requirements, retirement age, access to employee funds, etc.

  • Drafting the Pension Plan & Trust Deed

  • Drafting the administration and Investment Management agreements

  • Selection and retention of services providers, including trustees, auditors, administrators and investment managers

  • Drafting the various employer and employee forms necessary for administering the Plan

  • Creation of investment portfolios to support flexible investment options

  • Customising pension administration software to meet the needs of the Plan

Contact us to get started today!

Contact

Cleora Farquharson

Vice President & Group Head of Pension Services

Not sure where to start? One of our experts can help you!

  • Make An Appointment
  • Schedule A Call
  • Give Us A Call At (246) 435 1955

Request A Free Consultation For Stand Alone Pension Plans

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