In PBI, you will find a trusted advisor with significant administration experience. Our administration teams located in Vancouver, Toronto and Montreal provide services in both French and English. Our teams are always accessible and have a focus on service excellence. PBI’s pension administration systems were created to work with complex multi-employer, negotiated-cost, and single-employer pension plans.
PBI is actuary and pension administration consultant to some of Canada’s biggest multi-employer plans and small to mid-sized public sector pension plans. Our associates have decades of experience that will give you confidence that your plan is being administered competently and efficiently.
PBI offers a broad spectrum of services ranging from software tools to full outsourcing. Here is a summary of some of the services we offer:
- Administration software
- IT maintenance and hosting
- Record keeping
- Benefit calculations processing
- Day-to-day member communication
- Individual or group member meetings
- Planning and preparation for Trustee/Pension Committee meetings
- Drafting minutes of meetings
- Membership movement tracking
- Contribution processing and reconciliation
- Year-end reporting
- Plan amendments
- Plan booklets drafting
- Government forms filing
- Newsletters drafting
- Plan member education videos
- Plan member website design and maintenance
