Area of Interest

Choices

1) IPP Education

• IPP Minimum Adequate Knowledge (MAK)

• IPP Seminars

• IPP Frequently Asked Questions (FAQ)

• IPP Quick Reference Guide

• Duties & Liabilities of the Trustee:

  • B.C.

  • Ontario

  IPP Articles from Outside Publications

• Financial Post, February 2, 2009 - "Personal Finance: Retirement Planning for Small Business Owners"

• 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

• Hub offers user-friendly pensions - Business owners, professionals and executives can reap benefits from IPPs

• 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

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