Pension and Employee Benefits

We provide actuarial valuation for statutory funding to determine the liabilities and contributions

Actuarial Valuation

Insurance

We provide actuarial valuation for reserving for insurance contracts (general

Pension Plan Design

With a holistic view on retirement program, we help clients in designing and doing financial analysis

Employee Communication

One of the success criteria of a retirement plan is prevailing employee awareness, understanding

Plan Administration

Our day-to-day plan administration consulting provides on-going membership record keeping, reporting and financial administration services.

For clients that wish to self-administer the plan, we are able to assist them in designing administration and financial flow and procedures.

Legal Documentation and Compliance

We are able to prepare all trust and legal documentations required plans, establishment, conversion, wind up, combination and separation of retirement plans.

We will also actively inform clients on issues of legislation changes and conduct periodic legal compliance for the plan under pre-scribed government regulations and legislations.

Selection of Providers

Should clients decide to use a third party provider, such as Financial Institution Pension Fund, we can help clients to formulate selection criteria and process the selection.
In addition, we can also assist clients in the selection of custodian, investment manager, annuity, and group insurance products

Merger and Acquisition

As a result of the increasing trend of merger and acquisition, issues related to employee benefit

Post-employment Benefits Audit

Having a retirement plan in place does not necessarily guarantee the plan can support the