The Rubinoff Engel team provides complete solutions for pension fund set-up, administration, and on-going management.
We are one-stop solution for sound, efficient Pension / Trust Fund operations.
Retirement, Pension, Trust Fund Solutions
Pension Fund Design, Administration, Management
- Plan Design (insured or ASO)
- Governance and protocol guideline development and implementation
- Receive and track contributions
- Process claims and record keeping
- Collect dues
- Member communications - authorship, design, distribution
- Attend plan sponsor and membership meetings
- Support Plan Sponsors in fulfilling their legal and fiduciary responsibilities
- Co-ordinate audits, regulatory filings
- Pension valuation
