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Carswell's Pension Manager (Formerly Mercer Pension Manager)
Managing compliance and planning-related functions in the area of public and private pension plans is a considerable task. The sheer quantity of widely-varying rules from province-to-province, ever-changing income tax law, new court decisions and policy statements and the dynamic economic climate can easily overwhelm. For years, hundreds of Canadian companies have relied on the Mercer Pension Manual for guidance in print and CD-ROM format. With electronic search capabilities, you can continue to meet the challenge of today’s constantly changing pension plan regulations, but save an enormous amount of time doing so. This product is also easily installed on your company’s network, giving any number of individuals simultaneous access to the database!
Topics are dealt with in a logical, detailed and user-friendly manner and cover such issues as prescriptive provisions to the problems of meeting pension plan registration and reporting requirements, plan costs, surplus withdrawals, employee terminations, corporate restructuring and pension wind-ups. Take advantage of solid administrative and planning concepts developed by experts in the field. In addition to legislation, the product provides incisive commentary, complete text of forms, reference charts on disclosure requirements and practical reporting examples.
Table of Contents • Mercer Pension Manual - Volume 1 • 1 Introduction • 2 Registration and Reporting Procedures • 3 Minimum Pension Standards • 4 Income Tax Act Registration Requirements for Pension Plans • 5 Funding and Solvency • 6 Tax Treatment of Registered Pension Plans • 7 Disclosure of Pension Plan Information • 8 Financial Reporting for Pension Plans • 9 Investment Regulations for Pension Plans • 10 Pension Plan Termination • 11 Pension Plan Surplus • 12 Corporate Reorganizations and the Pension Plan • 13 Capital Accumulation Plans • 14 Pension Plan Governance • 15 Supplemental Retirement Arrangements • 16 Government Programs • Volume 2 • 17 Forms • 18 Interpretation Bulletins, Policies and Releases • 19 Status of Legislation • 20 Legislation - Federal • 20A Canada Pension Plan • Volume 3 • Legislation - Federal (Continued) • 20B Insurance Companies Act (excerpts) • 20C Income Tax Legislation • Draft Income Tax Legislation • 20D Old Age Security Act • 20E Pension Benefits Standards Act, 1985 • PBSA Updates, Policies and Releases • Volume 4 • 21 Legislation - Provincial • 21 Alberta • 22 British Columbia • 23 Manitoba • Volume 5 • 24 New Brunswick • 25 Newfoundland and Labrador • 26 Northwest Territories • 27 Nova Scotia • 27.1 Nunavut • 28 Ontario • Volume 6 • 29 Prince Edward Island • 30 Quebec • 31 Saskatchewan • 32 Yukon; FORMS.
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