RP Success

Available at both Basic and Advanced levels.  The Basic session helps participants gain an understanding of terminology and legislation while building their confidence in dealing with members.  The Advanced session provides a review of legislation and covers those more in-depth subjects such as 3^rd-party demands, relationship breakdowns and locked-in pension funds.

Available at both Basic and Advanced levels.  The Basic session builds participants confidence in assisting members transferring their RRSPs to RRIF.  The Advanced session provides a review of legislation, year-end reporting, pension income credit and splitting as well as estate payouts and tax slips.

LIRA, LIRSP, RLSP, LIF, RLIF and MB RRIF          Let RP Success take the jargon out of all these locked-in registered funds acronyms.   With many pension jurisdictions changing their rules in the last few years, ensure your staff is up-to-date for the jurisdictions your credit union offers.

Review estate payout options, definitions and required T4RSPs, T4RIFs, T4As.

Available at both Introduction and Advanced levels.  The Introduction session helps participants understand the more common scenarios for depositing and withdrawing funds.  The Advanced session goes beyond the basics by also discussing more complex scenarios, transfers, relationship breakdown and death.

This session ensures participants understand some of the more complex details of this new product available to members in 2009.

The new Registered Disability Savings Plan just came to market in late 2008.  This session helps participants understand the important features for qualifying individuals.

Learn all the nuances of CRA's year-end reporting requirements