Professional involved in pension plans

You are...

  • a financial planner
  • a financial security advisor 
  • a representative or consultant authorized to offer group pensions
  • an investment contract representative

or perhaps...

  • a lawyer
  • a family mediator
  • an actuary
  • an accountant

Do you perform duties connected to supplemental pension plans? This section is for you!

Québec Pension Plan

See our section on the Québec Pension Plan to find out about the financial protection offered by this plan.

Accredited training course from Retraite Québec

Retraite Québec also offers financial planners and advisors a training course that is accredited by the Institut québécois de planification financière and recognized by the Chambre de la sécurité financière.

Overview...

Defined contribution or defined benefit plans - Important points to consider with respect to setting up, amending, terminating a plan or converting a plan into a simplified pension plan (SIPP).

Simplified pension plans - All the instructions for setting up, amending or terminating a simplified pension plan, as well as a standard contract .

Locked-in retirement accounts and life income funds - For taking the right action at the right time: regulatory jurisdiction, authorized financial institutions, registration and cancellation of standard contracts, refunds, reference rates, contract schedules, etc.

Partition of benefits - Everything you need to know on this timely question.

Funding rules : The section addresses the funding rules actuaries must follow when they prepare the actuarial valuation of a pension plan.

Legal references - A wide array of laws, regulations and jurisprudence as well as useful links.

Fee schedule - All the fees charged by Retraite Québec for supplemental pension plans are just a few clicks away!

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