Consulting

Estate payouts, third party demands and locked-in pension funds have specific legislative and administrative procedures that must be followed otherwise your credit union assumes the financial responsibility for funds released improperly. Let RP Success assist in ensuring your registered plans portfolios are not a weak link on the credit union`s balance sheet.

Lori has the knowledge and skills to examine existing files, policies and procedures for potential deficiencies to help limit any possible liability.  She was a key player in a number of projects while employed by Concentra Financial: 

• Team leader for national project to develop training manuals and PowerPoint presentations for registered plans programs
• Developed CU RSP/RIF Program compliance processes and checklists for use by credit unions nation-wide.
• Developed web-site excel spreadsheet for calculation of release due to small amount and maximum LIF/LRIF payments for all Canadian pension jurisdictions
• Developed internal auditing procedures, training manuals and operating manuals for daily, monthly and annual department activities
• Developed and facilitated CURSP and RESP narrative web-site training tools

 To discuss our consultative services, please contact us.