What services are included in Westcoast Actuaries Inc.s IPP Service Package for Actuarial & Administration Services?
The services covered by the Westcoast Actuaries Inc. IPP Service Package for Actuarial & Administration Services are as follows: Plan Implementation – Preparation of the following documents: Board resolution to adopt pension plan. Canada Revenue Agency (CRA) Application To Register A Pension Plan form (T510 Form). Provincial Application For Registration Form and other documents required by the federal / provincial pension regulator, as applicable. Pension plan document and, if required, trust agreement. Initial actuarial valuation report on a maximum funding basis and request for tax-deductibility of pension plan contributions. – Submission of application for registration and correspondence with CRA and provincial pension regulator as applicable to secure plan registration. – Completion and filing of CRA Connected Person Information Return form (T1007). – Completion and filing of CRA Application For Certification Of A Provisional Past Service Pension Adjustment (PSPA) form (T1004), if
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