For Trustees and Employers
Trustees and Employers have a heavy responsibility. Milestones takes some of the load off.
Trustee Support Services
- Attending Meetings, Minute Taking, Agenda Setting and Circulating, Meeting Organising
- Budget Preparation
- Training in Trustee Meetings on specific topics – one standard with options available for additional training
- General consulting on Employer Sponsored Benefit programmes – includes, providing direction, research, and advice
- Demystification of provider documents and correspondence
- Preparation of Financial Statements
- Review, Creation of Members’ Handbooks
- Creation of SIPPs
Financial Analysis and Accounting Services
- Monthly Preparation of Accounts
- Audit of Accounts
- Consolidation of Accounts
- Budget Preparation
- Financial Analysis, including Due Diligence
Design and delivery of Membership Communication Programmes to Employees/Members of New, Active (including redundancy exercises), and Wind Up Approved Retirement Savings Programmes.
- Explanation of Benefits applicable (State and private)
- Retirement planning considerations
- Legislation
Design and delivery of Training to Trustees/Employers
- Legislation
- Plan Design Considerations
- Wind Up
Wind Up Services
- Interpretation of Actuarial Wind Up Report
- Member Communication
Member Communication
- Review, Creation of Members’ Handbooks & Newsletters
- Creation of SIPPs
- Pension plan compliance reporting (carriers)
Co-ordination of the registration process
- Creation of new constitutive documents and other documents required (Complaints Register, Conflict of Interest Policy Statement, SIPP)
- Registration of Trustees
- Registration of Fund
- Product Development Consulting on Retirement Products
* Constitutive documents = Trust Deed, Master Trust Deed, Plan Rules, Schedules, and Amendments
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