Pension Administration

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