Recent Updates

03-03-2014 20:40:
Retirement Compensat...
17-02-2014 16:56:
RCF loses family mem...
30-01-2013 22:00:
T737 Reminder / T737...
Retirement Compensation Funding (RcF) today announced their new PENSIONPlus Target Benefit Supplemental Pension Plan.
8:40pm - 03/Mar/2014
For immediate release

Retirement Compensation Funding (RcF) today announced their new PENSIONPlus Target Benefit Supplemental Pension Plan.

Al Mosher, RcF’s VP Sales and Distribution, stated that “the launch would be in regions with a high concentration of privately owned firms either through RcFDirect or contracted Senior Associates”.

Since 1988, RcF has been des
RCF loses family member and VP, Mike McGraw.
4:56pm - 17/Feb/2014

We are deeply saddened to report the sudden passing of Mike McGraw yesterday.

Mike entered the financial services industry in 1983 as Sales Representative at London Life. In 1988, Mike joined Canada Life as Managing Partner at the Regional Marketing Centre in New Brunswick. With financial designations including CFP, ChFC, & CLU, Mike was in charge of the recruitment, education and training of Financial Advisors. He was heavil

T737 Reminder / T737 Rappel
10:00pm - 30/Jan/2013
**La version française suit l'anglais**


T737 Reminder

The Plan Member's corporation (Plan Sponsor) must file annually a T737-RCA and the information return, which includes a T737-RCA Summary, Return of Contributions Paid to a Custodian of a RCA, and the related T737-RCA slip

T737 Reminder / T737 Rappel
2:18pm - 21/Jan/2012

**La version française suit l'anglais**


T737 Reminder

The Plan Member's corporation (Plan Sponsor) must file annually a T737-RCA and the information return, which includes a T737-RCA Summary, Return of Contributions Paid to a Custodian of a RCA, a

Important Announcement
10:28am - 12/Oct/2011
Dear Plan Advisors,
 
We would like to inform you of some important changes happening at RcF going forward.
 
As you know, Retirement Compensation Funding Inc (RcF)  provides a turnkey Supplemental Employee Retirement Plan (SERP) program using the Retirement Compensation Arrangement (RCA) provisions under the Income Tax Act for higher earning Executives / Business Owners.  SERPs / RCAs are used to fund a supplemental pension plan in addition to RRSPs (and/or other Registere
In the Media....
8:32am - 31/Aug/2011

Here are links to some of the articles written by RcF Staff that found its way to various magazines for the month of August:

 

'Retirement Income Inadequacy Increases Significantly after $150,000'.  By: Carl Rosen, Private Wealth Canada, August 2011

http://privatewealthcanada.ca/retirement_inc

Introducing SERPPlus - Retirement Security for Executives with Cost Recovery for Shareholders in Public Corporations
4:33pm - 07/Jul/2011

RCF is proud to launch SERP

T737 Reminder / T737 Rappel
1:44pm - 13/Jan/2011

**La version française suit l'anglais**

T737 Reminder

The Plan Member's corporation (Plan Sponsor) must file annually a T737-RCA and the information return, which includes a T737-RCA Summary, Return of Contributions Paid to a Custodian of a RCA, and the related T737-RCA slips, Statement of Contributions Paid to

Advisor's Edge Report Article: 'Case by Case' (RCAs and Estate Planning)
1:20pm - 27/Oct/2010

RcF's Managing Partner, Pierre Ghorbanian, CFP has had article published in October's Advisor Edge Report (Rogers Publishing Limited) - Page 20.   The article covers estate planning strategies using an RCA Trust including charitable giving stategies, business succession, and pre-nuptials.

 

Advocis Forum Article
3:38pm - 03/Jun/2010

RcF's Founder, Roy W. Craik has been recognized for his achievements in  the June 2010 issue of Advocis' Forum magazine.  Learn about Roy's innovations in the insurance industry before he moved on to innovating the supplemental pension industry.   

For those that do

Article: RCAs And Key Employee Retention
4:13pm - 13/May/2010

The Benefits & Pension Monitor has published an article on RCAs as a Employee Retention Strategy written by RcF's own Managing Partner.   You can view the article online at

 

http://www.bpmmagazine.com/monitor_online_exclusive/02_print/Ghorbanian_BPMApr10.pdf

 

 

 

Dinner Seminar @ The Old Mill (Toronto) - June 17th, 2010 - 6PM - 9pm
7:55pm - 12/May/2010

This special dinner seminar is by invitation only. Guests of RcF Inc and Clients of Financial Advisors associated with IDC Financial are invited to attend.   The pension plans that will be discussed are supplemental corporate pension plans within the Income Tax Act that are designed to fund beyond what can be funded through RRSPs due to legislative funding caps and limits. This seminar will cover Retirement C

New Head Office Address
8:03am - 31/Mar/2010

RcF will be moving its office on Yonge & King to Yonge & Bloor effective
April 1, 2010.  Please update your records with our new location.

 

2 Bloor St E, Suite 3500
Toronto, ON  M4W1A8


We will be working from both locations until April 30th, but please send

Dinner Seminar @ The Old Mill (Toronto) - March 4th, 2010 - 6PM - 9pm
10:25am - 05/Feb/2010

This special dinner seminar is by invitation only. Guests of RcF Inc and Clients of Financial Advisors associated with IDC Financial are invited to attend.

 

The pension plans that will be discussed are supplemental corporate pension plans within the Income Tax Act that are designed to fund beyond what can be funded through RRSPs due to legislative funding caps and limits. This seminar will cover Retirement Comp

RcF announces the termination of its Wholesale Division effective January 1, 2010
1:27pm - 12/Nov/2009
Toronto, November 12, 2009 - Retirement Compensation Funding Inc (RcF) announces the termination of its Wholesale Division effective January 1, 2010. RcF will continue providing RCA / SERP services to Private and Public Corporations through RcFDirect and RcF Authorized
December 31 Year End Reminder
11:27am - 04/Nov/2009

Now is the time to sit down with your HNW Business Owner & Key Executive clients to start discussing with them to determine if an RCA is a good fit for them.

December is an active month for RCAs because many corporations pick December as their corporate year end. As such, the RCA has to be funded (and underwriting approved for insured RCAs) if they intend to secure the corporate tax deduction ending 12/31/09.

New Article: SERP Funding & Key Employee Retention
2:42pm - 25/May/2009
A new article has been posted on RcFNet (http://www.rcf.ca/rcfnet/resource_guide/rcfnews/) and the RcF Library (http://www.rcf.ca/pension_concerns/rcflibrary/)
New Article: Corporate Taxes & Supplemental Pension Funding
3:14pm - 07/Apr/2009

A new article has been posted on RcFNet (http://www.rcf.ca/rcfnet/resource_guide/rcfnews/) and the RcF Library (http://www.rcf.ca/pension_concerns/rcflibrary/)

Response to Minister of Finance's National Consultations on Private Pensions - March 20, 2009, Royal York, Toronto, ON
3:04pm - 20/Mar/2009

RcF presented a summary of its submission to Minister of Finance's National Consultations on Private Pensions at the Royal York Hotel in Toronto. The summary can be download from here:

http://www.rcf.ca/news/RCF_Announcement-March20,2009.pdf

2009 RRSPWrap™ & PENSIONPlus™ Advisor Guide
5:11pm - 13/Mar/2009
Get Your RcF News Here!!
2:39pm - 13/Mar/2009

It's important to us to keep in touch with our valued partners and clients. We do have our regular email updates, but sometimes emails get lost in the sea of other emails. So no more searching through your inbox to get the latest updates!! By bookmarking this web log (Blog), we will post all of our updates here.

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