1) IPP Education

Westcoast Actuaries IPP Education

• IPP Minimum Adequate Knowledge (MAK)

• IPP Seminars

• IPP Frequently Asked Questions (FAQ)

• IPP Quick Reference Guide

• Duties & Liabilities of the Trustee

• Canadians raiding their RRSPs: BMO by Steven Lamb, February 28, 2011

• Outlook Magazine published by the B.C. CGA Association, December 2010 - Individual Pension Plan

• IPP - Terminal Funding by Ken Robinson, December 28, 2010

• Financial Post, September 26, 2007 - Meeting the Primary Purpose Test for a Registered Pension Plan

• Financial Post, August 20, 2007 - “Supersize that RRSP with an IPP” by Jonathan Chevreau

• IPPs vs RRSPs: the AIW Index Argument

• Vancouver Sun, April 25, 2005

• Advisor's Edge Magazine, November 2004

• Vancouver Sun, November 3, 2003

2) Advisors

• IPP Responsibilities

• IPP Implementation Steps For Advisors

3) IPP Quotation

• On-Line Quoting System ^©

• Manual Quotation

4) IPP Implementation

• Preview of Data Requirements

• Request an Implementation Form

• Implementation Time-Table

5) IPP Services & Fees

• Fees by Provinces

6) IPP Administration

• Administration & Filing Requirements

• IPP Pension Adjustment Calculator^©

• How To Report a Pension Adjustment?

7) Specific Information

• Advantages & Disadvantages vs. RRSP

• Eligibility

• Benefits

• Contributions

• Investments

• Terminal Funding