This class was created by Brainscape user Harrison Pope. Visit their profile to learn more about the creator.
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Harrison Pope
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Decks in this class (11)
Module 1: Designing Registered Pension Plans
Describe in general terms how the...,
Explain how pension standards leg...,
Describe the pros and cons that a...
44
cards
Module 2: Designing Non-Pension Registered Retirement Plans
Provide a brief overview of the k...,
Describe the key characteristics ...,
Describe a spousal account in a g...
25
cards
Module 3: Leveraging the Tax Regime in Plan Design
Outline the government s stated o...,
Explain the taxation rules for re...,
Describe the comprehensive saving...
30
cards
Module 4: Complying With Pension Standards Legislation
Compare the focus of pension stan...,
Explain the function of the agree...,
Describe how pension standards le...
28
cards
Module 5: Establishing Effective Governance
Define the term governance in the...,
Outline some risks of poor govern...,
List the operational responsibili...
24
cards
Module 6: Administering Retirement Arrangements
Describe factors that an employer...,
Outline plan design consideration...,
Identify factors that may cause a...
28
cards
Module 7: Optimizing Plan Funding and Financial Reporting
Explain how the terms funding and...,
Identify the reasons for advance ...,
Discuss arguments made against th...
33
cards
Module 8: Managing Retirement Plan Assets
Discuss in general terms informat...,
Outline requirements of canadian ...,
Describe sipp content suggested b...
31
cards
Module 9: Addressing Special Provisions—Multi-Employer Pension Plans
Describe how mepps evolved,
Briefly describe the 3 types of m...,
Describe the unique advantages of...
28
cards
Module 10: Managing Special Situations—Plan Terminations, Surplus in Ongoing Plans and Business Reorganizations
Differentiate between the terms t...,
Identify who can terminate a pens...,
Identify the primary source of in...
30
cards
Module 11: Other Employer-Sponsored Plans
Explain why employers provide sup...,
Describe two approaches to eligib...,
Outline special criteria that may...
27
cards
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RPA 1
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