Negotiated cost pension and benefit plan trustees need proven experts to help them manage plan design and plan assets prudently and in the best interest of plan beneficiaries. The associates of PBI have been providing innovative  services to these plans for over 30 years, and bring a wealth of experience and field expertise to multiemployer and negotiated cost trusteed plan consulting.

Currently we serve many of Canada’s largest and most complex negotiated cost trusteed plans, representing a wide range of industries such as construction, warehousing, transportation, food and dairy, manufacturing, hospitality and entertainment, pulp and paper and telecommunications.  Our clients have operations across the country with pension plans registered in BC, Alberta, Ontario, Québec and federally with OSFI.

We are members of numerous pension and benefits industry organizations, including the International Foundation of Employee Benefits (IFEB), the Canadian Pension and Benefits Institute (CPBI) and the Multi-Employer Benefit Plan Council of Canada (MEBCO). Our associates attend conferences and seminars as well as contribute to these organizations as conference speakers and lecturers for Trustee certificate programs.

But we offer more than just experience

Broader expertise means better consulting. PBI is a leader in serving multiemployer and negotiated cost funds. When you work with us, you have access to our collective knowledge in pension, health and welfare, and investment consulting, research and more.

Quality of work ensures that your project meets the highest standards. Our services are anchored in a system of strict actuarial standards and review processes – including a continuous peer review process and quality assurance functions that ensure our work consistently exceeds expectations.

Research and information keeps you informed about legal, legislative and regulatory developments that could impact your plan. PBI constantly monitors developments affecting multiemployer and negotiated cost plans, as well as other issues related to employee benefits. We also conduct in-depth research on specific issues that concern our clients – allowing us to more effectively advise trustees when making key decisions about their plans.

Employee ownership ensures independence of advice, as we are not part of a larger organization selling an array of products and services. Our ownership structure also allows us to provide our associates with a supportive and non-bureaucratic work environment, ensuring our focus stays where it belongs: on serving our clients.