IPP in minutes,
not months.

Individual Pension Plans used to take a season of paperwork. Online Actuaries turns your client's information into a complete, accurate IPP quote in minutes — and carries it all the way through CRA registration.

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Quotes

Instant and accurate

Enter T4 history and RRSP details; receive the full funding summary — required RRSP transfer, past service funding, contributions, and projections to age 71 — on the assumptions prescribed by the Income Tax Act, on screen and as a polished document.

Decisions

What-if, live

Adjust the RRSP transfer, room used, or future earnings and watch every number update in real time. Clients see how each choice changes their pension before committing to anything.

Process

Guided to registration

Earnings confirmation, RRSP documents, CRA authorization, trustees, the engagement contract — one checklist tracks every step for advisor, client, and actuary.

Process

How it works

  1. Quote. An advisor — or the client — enters the member's information. A quote with full projections is ready in minutes.
  2. Confirm. The client reviews the quote, confirms earnings, and uploads their CRA RRSP statements, which are read automatically.
  3. Authorize. The pension account is created with CRA — by Online Actuaries under a temporary authorization, or by the client with our guidance.
  4. Register. Plan documents are generated and submitted; annual filings and valuations follow on schedule.

Demo

See it in action

Demo video coming soon — create an account and try it yourself instead.

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Advisors can request access in under a minute.

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