Pension & Benefit Plans

Our specialized pension & benefit plan advisors at Smythe have decades of experience understanding the unique reporting needs of these plans and in providing effective solutions.


Smythe is committed to providing our pension & benefit plan clients with high-quality financial advice and services at a fair value. We understand the regulatory filing requirements of these plans and the need to balance governance against the desires of Trustees. To deliver the best results, we make sure to collaborate closely with service providers in this space as well.

Our Expertise

Smythe’s experts bring decades of experience, advanced technical skills and in-depth knowledge to our pension & benefit plan clients, which include some of the top 100 pension plans in Canada. We provide advice on various matters such as accounting, internal processes and taxation, among many other services.

What We Offer

The professional services we provide to our clients include:

Advice and guidance on accounting and financial reporting

Making presentations to Trustees on audit matters and accounting

Historical rate-of-return calculations for pension investments

Conversion of health and welfare trusts to employee life and health trusts

Analyses of selected listed financial institution HST reporting requirements

Specified audit procedures on discounted cash flow investment valuations

Expertise working with actuaries, investment managers and custodians

Review of the applications of GST/HST between organizations and pension plans


Smythe makes sure to stay involved with associations related to the pension & employee benefits plan sector including:

  • CPBI – Canadian Pension and Benefits Institute
  • ACPM | ACARR – The Association of Canadian Pension Management
  • IFEBP – International Foundation of Employee Benefit Plans

Learn how we can help you today