**La version française suit l'anglais**

T737 Reminder

The Plan Member's corporation (Plan Sponsor) must file annually a T737-RCA and the information return, which includes a T737-RCA Summary, Return of Contributions Paid to a Custodian of a RCA, a

Dear Plan Advisors,
 
We would like to inform you of some important changes happening at RcF going forward.
 
As you know, Retirement Compensation Funding Inc (RcF)  provides a turnkey Supplemental Employee Retirement Plan (SERP) program using the Retirement Compensation Arrangement (RCA) provisions under the Income Tax Act for higher earning Executives / Business Owners.  SERPs / RCAs are used to fund a supplemental pension plan in addition to RRSPs (and/or other Registere

Here are links to some of the articles written by RcF Staff that found its way to various magazines for the month of August:

 

'Retirement Income Inadequacy Increases Significantly after $150,000'.  By: Carl Rosen, Private Wealth Canada, August 2011

http://privatewealthcanada.ca/retirement_inc

RCF is proud to launch SERP

**La version française suit l'anglais**

T737 Reminder

The Plan Member's corporation (Plan Sponsor) must file annually a T737-RCA and the information return, which includes a T737-RCA Summary, Return of Contributions Paid to a Custodian of a RCA, and the related T737-RCA slips, Statement of Contributions Paid to

RcF's Managing Partner, Pierre Ghorbanian, CFP has had article published in October's Advisor Edge Report (Rogers Publishing Limited) - Page 20.   The article covers estate planning strategies using an RCA Trust including charitable giving stategies, business succession, and pre-nuptials.

 

RcF's Founder, Roy W. Craik has been recognized for his achievements in  the June 2010 issue of Advocis' Forum magazine.  Learn about Roy's innovations in the insurance industry before he moved on to innovating the supplemental pension industry.   

For those that do

The Benefits & Pension Monitor has published an article on RCAs as a Employee Retention Strategy written by RcF's own Managing Partner.   You can view the article online at

 

http://www.bpmmagazine.com/monitor_online_exclusive/02_print/Ghorbanian_BPMApr10.pdf

 

 

 

This special dinner seminar is by invitation only. Guests of RcF Inc and Clients of Financial Advisors associated with IDC Financial are invited to attend.   The pension plans that will be discussed are supplemental corporate pension plans within the Income Tax Act that are designed to fund beyond what can be funded through RRSPs due to legislative funding caps and limits. This seminar will cover Retirement C

RcF will be moving its office on Yonge & King to Yonge & Bloor effective
April 1, 2010.  Please update your records with our new location.

 

2 Bloor St E, Suite 3500
Toronto, ON  M4W1A8

We will be working from both locations until April 30th, but please send

This special dinner seminar is by invitation only. Guests of RcF Inc and Clients of Financial Advisors associated with IDC Financial are invited to attend.

 

The pension plans that will be discussed are supplemental corporate pension plans within the Income Tax Act that are designed to fund beyond what can be funded through RRSPs due to legislative funding caps and limits. This seminar will cover Retirement Comp

Toronto, November 12, 2009 - Retirement Compensation Funding Inc (RcF) announces the termination of its Wholesale Division effective January 1, 2010. RcF will continue providing RCA / SERP services to Private and Public Corporations through RcFDirect and RcF Authorized

Now is the time to sit down with your HNW Business Owner & Key Executive clients to start discussing with them to determine if an RCA is a good fit for them.

December is an active month for RCAs because many corporations pick December as their corporate year end. As such, the RCA has to be funded (and underwriting approved for insured RCAs) if they intend to secure the corporate tax deduction ending 12/31/09.

A new article has been posted on RcFNet (http://www.rcf.ca/rcfnet/resource_guide/rcfnews/) and the RcF Library (http://www.rcf.ca/pension_concerns/rcflibrary/)

A new article has been posted on RcFNet (http://www.rcf.ca/rcfnet/resource_guide/rcfnews/) and the RcF Library (http://www.rcf.ca/pension_concerns/rcflibrary/)

RcF presented a summary of its submission to Minister of Finance's National Consultations on Private Pensions at the Royal York Hotel in Toronto. The summary can be download from here:

http://www.rcf.ca/news/RCF_Announcement-March20,2009.pdf

• The new 2009 Advisor Guide has been posted: http://www.rcf.ca/rcfnet/resource_guide/guides/ (Login/Password Required)
• RSVP for the March 26th or April 30th Seminar at RcF Head Office: http://www.rcf.ca/aboutus/events/

It's important to us to keep in touch with our valued partners and clients. We do have our regular email updates, but sometimes emails get lost in the sea of other emails. So no more searching through your inbox to get the latest updates!! By bookmarking this web log (Blog), we will post all of our updates here.

In addition, by subscribing to RcF's RSS feeds, you can get all RcF news and updates sent directly to you. RSS(Really Simple Syndication) feeds content to your inte