Navigating the complexities
Pension law is a highly specialized and ever-changing area of law. Your Baluti & Co Advocates Law lawyer follows developments in this area of law closely, ensuring that you get relevant and practical advice and service.
As we help companies, pension plan administrators, employer-sponsors, and plan member groups navigate the challenges and complexities of pension issues, we offer the following services:
- Legislative compliance reviews of new/existing pension plans, including multi-jurisdictional plans
- Preparation of and amendments to pension plan text, trust agreements, and supporting documentation
- Reviews and preparation of executive compensation arrangements, including supplemental executive pension plans and individual pension plans
- Tax compliance reviews
- Preparation of plan and pension committee governance documentation and reviews to ensure practices and procedures comply with legislative and regulatory requirements
- Legal advice relating to plan mergers, full or partial termination of plans, surplus entitlements, contribution holidays, and responsibility for payment of plan expenses
- Support and advice when one company purchases another that has a pension plan in place
Represented lender on a $125,000,000+ refinancing of various credit facilities for a multinational manufacturer with assets located across Canada and in the United States.
Banking and Financial Services
