Westcoast-Actuaries Inc. - Administration Services

Administration Services

Westcoast Actuaries Inc. provides customized administration solutions to a broad range of retirement saving and retirement income plans.

Administration Services for Retirement Income Plans

Plan administration may include but not limited to:
- Record-keeping
- Account allocation and balance tracking
- Enrollment
- Prepare annual employer and employee statements
- Reconcile plan financial activities and membership
- Process termination, retirement, pre & post-retirement death and disability benefits
  - Perform benefit calculations
  - Prepare statement and/or election form required by pension legislation as well as other required forms such as Locking-In Agreement, transfer form and direct deposit form
  - Prepare authorization of payment to custodian
- Prepare benefit estimates
- Handle inquiries from members or their representatives
Handle all aspects of tax reporting
Prepare and file annual information return or pension trust return
Perform plan audit on benefit payments

We offer customized third-party administration services either on a fee-for-service basis or on a fixed annual or per- member charge basis payable quarterly or monthly. Amounts depend on member category and complexity of plan. Services are also available for implementation of turn-key administration systems and training of client’s internal administration staff.

	Administration Services *Westcoast Actuaries Inc.* provides customized administration solutions to a broad range of retirement saving and retirement income plans. Administration Services for Retirement Income Plans Plan administration may include but not limited to: Record-keeping Account allocation and balance tracking Enrollment Prepare annual employer and employee statements Reconcile plan financial activities and membership Process termination, retirement, pre & post-retirement death and disability benefits Perform benefit calculations Prepare statement and/or election form required by pension legislation as well as other required forms such as Locking-In Agreement, transfer form and direct deposit form Prepare authorization of payment to custodian Prepare benefit estimates Handle inquiries from members or their representatives Handle all aspects of tax reporting Prepare and file annual information return or pension trust return Perform plan audit on benefit payments We offer customized third-party administration services either on a fee-for-service basis or on a fixed annual or per- member charge basis payable quarterly or monthly. Amounts depend on member category and complexity of plan. Services are also available for implementation of turn-key administration systems and training of client’s internal administration staff.
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