Training and Sensitisation Session Calendar

Events Calendar

Retirement and Pension Administration
From Tuesday 26 September 2017 -  09:00am
To Wednesday 27 September 2017 - 03:00pm
Hits : 483


Upon completion participants should be able to:

  1. Analyse, define and manage pensions and retirement process and administration
  2. Calculate various pension and retirement scenarios


Topics to be Covered - Day 1

  • Broad overview of Pension Plans in Trinidad and Tobago
  • Regulatory rules governing pension plans
  • Defined Benefits Plan vs Defined Contribution Plan
    • Leavers (resignations/terminations)
  • Calculation of available options (not vested) and Calculation of available options (vested)
    • Early retirement
    • Normal retirement
  • Calculation of option for full commuted value
    • Benefit projection calculations
    • Death benefit
    • Pensions statements
    • Trinidad and Tobago's aging population and implications for your pension plans, annuities and medical premiums


Topics to be Covered - Day 2

  • Terminal vs Retirement Benefits
  • Addressing IR issues of retirement, age discrimination and succession planning
  • What every retirement letter should look like
  • Writing your policy on the retirement age
  • No pension plan, No annuity...what should Employers do?
  • Re-employing retired persons: NIB implications and IR considerations


Cost: $1,895.00 plus vat (Members) | $2,700.00 plus vat (non-Members)

Location ECA Training and Conference Facility, Aranguez
For further details please contact:
Mrs. Sherri Belfon
This email address is being protected from spambots. You need JavaScript enabled to view it.
1(868) 675-5873 Ext 230