Virtual
Future-Proof Your Executive Benefits Strategy
For both public and private corporations, outdated practices for funding retirement obligations — including SERPs and other supplemental arrangements — quietly drain resources, inflate risk, and expose organizations to escalating liabilities. Hidden costs. Ongoing cash flow burdens. Letters of Credit that tie up capital.
Forward-thinking organizations are transforming liabilities into strategic assets — using modern, fully funded RCA solutions that deliver clarity, savings, and security.
This Is Your Opportunity to Join Them.
Designed for HR leaders, CFOs, Compensation & Pension Committees, actuaries, and CEOs, this virtual session reveals the roadmap to transforming how your organization manages executive retirement obligations, without increasing your funding commitment.
Led by the team at Retirement Compensation Funding Inc. (RcF) — the firm that pioneered Canada’s first RCA for a public corporation — you’ll discover how to unlock measurable savings, protect long-term promises, and confidently present a sustainable benefits strategy to your board.
Why This Matters Now
In today’s economic environment, financial leadership isn’t just about managing costs, it’s about proactively eliminating risk and unlocking hidden value. This workshop delivers the practical insights, proven frameworks, and expert guidance to help you lead with confidence.
Reserve your spot now and discover how to turn executive retirement obligations into a strategic advantage.
Retirement Compensation Funding Inc. (RcF) is a recognized leader in executive retirement planning. RcF pioneered Canada’s first Retirement Compensation Arrangement (RCA) for a public corporation and continues to innovate with insurance-backed RCA strategies that reduce funding costs, secure survivor benefits, provide longevity benefits, and eliminate hidden liabilities. RcF works with BMO Trust Company, one of Canada’s most trusted fiduciaries, to ensure full regulatory compliance and trusted oversight.
Agenda
11:00 – 11:05 AM Welcome & Introduction Start the session with an overview of today’s focus and speakers.
11:05 – 11:50 AM Main Presentation Explore strategic solutions to retirement funding challenges using:
- SERPPlus™ – For Public Corporations - Fund executive pension shortfalls transparently
- PENSIONWraps™ – Providing SERP benefits to owners and employees of Private Corporations to same level as Public Corporation and Government Employees
- PENSIONOptimizer™ – Utilizing structured share redemptions in Public and Private Corporations.
Presentation based on RcF’s over 35 years of experience as the first full service Supplemental Pension Funding company in Canada.
11:50 AM – 12:00 PM Q&A and Wrap-Up Interactive discussion and closing insights. Get your questions answered live.
Speakers
-
Andrea Lettner
Managing Partner, Retirement Compensation Funding
Tickets & Registration
Attending this virtual session is free.