Unions, Benefit and Pension Plans

Experienced Advisors for Specialized Services

Providing audit services to unions, benefit and pension plans is a complex area of accounting.

After 30 years of working with these clients we’ve built a reputation for technical skills, excellent advice and knowledge of the industry.

We have a tradition of going the extra mile in the belief that it benefits everyone involved.

Good Advice, Great Insight

Because our Unions, Benefit and Pension Plans Group have worked on a number of clients with similar and unique challenges, we’ve built skills in this area unrivaled by other mid-sized firms.

Not only can we provide a high level of experience and knowledge to our clients, we provide it at a very fair value.

Our recent projects include:

  • Historical rate of return calculations for pension investments
  • Review of the applications of GST/HST between organizations and pension plans
  • Analysis of selected listed financial institution HST reporting requirements
  • Specified audit procedures on discounted cash flow investment valuations

Some of our clients include:

  • Retail Wholesale Union
  • Telecommunication Workers’ Union
  • Hospital Employees’ Union
  • BC Construction Association Group Benefit Plan

Contact Us

Gary Luedke, Partner, luedke@smytheratcliffe.com
Anita Johnson, Partner, johnson@smytheratcliffe.com
Renee Martin, Partner, rmartin@smytheratcliffe.com