Pension Concerns for Financial Advisors - Retirement Compensation Arrangements and Individual Pension Plans

Retirement Compensation Funding

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For Business Owners & Executives Plan Advisor Support R^cFLibrary	R^CF has terminated Wholesale / 3rd Party RCA Services, and has returned to providing direct RCA services to corporations and their key executives. Any new joint Advisor work will be considered on a case by case basis only. This page will provide all Inforce Related Support Questions and Procedures to provide proper client services to your existing RCAs established through R^CF.	>>Login
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	FAQs:
	PENSIONPlus™ FAQ: You Have Questions. We have Answers (English / Français) PENSIONPlus™ FAQ II: You Have More Questions. We have more Answers (English / Français) Please read through the FAQs as you will likely find the answers to most of your questions.

	RCA Guides:
	CRA Retirement Compensation Guide English \| Français RRSPWrap & PENSIONPlus Advisors Guide English \| Français

	Schedule of Future Requirements:
	Schedule for Future Requirements (Premium renewals for in-force RCAs & where to send the RCAIA and RTA cheques) English \| Français
	T737: T737-RCA - Statement of Contributions Paid to a Custodian of an RCA English \| Français T737-RCASUM - Return of Contributions Paid to a Custodian of an RCA English \| Français
	Triennial Reviews:
	R^CF can run Inforce RCA Reviews/Valuations on a fee for request basis. Click here for procedures and fees.

	Distribution of Income, Investment Changes, etc:
	Any changes including insurance policy face amount reduction or income distribution must go through BMO Trust Company to the carrier / institution. Plan Member must send letter of direction (click for sample template letter) from their RCA Committee to BMO Trust Company to request such change. BMO Trust Company will send the directions to the carrier / institution.