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Total Plan Solution

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Morneau Shepell’s Total Plan Solution (TPS) is a fixed-fee bundled service for defined benefit pension plans. It transforms the traditional actuarial, investment consulting, and administration services provider model to a much more robust one-stop solution for pension management. Importantly, our TPS also provides full support for the plan sponsor's pension committee and day-to-day functional oversight for the HR team.

Pension plan management

Morneau Shepell provides all of the essential services required to run a compliant and well-governed pension plan. We start by listening and working with you to compile a complete list of pension management activities for the success of your plan and then we project manage all of the deliverables. We’re committed to your success and report to you regularly to ensure you are well-versed and observing your fiduciary duties.  


The suite of Total Plan services includes:


Our team of over 100 fully qualified actuaries provide funding, solvency, and wind up valuations under all jurisdictions in Canada. In addition, they are experts in accounting valuations and disclosures under International, Canadian, and US accounting standards.

Investment consulting 

We have been helping clients with investment strategy, asset allocation, manager research, performance monitoring, and governance for over 35 years.

Investment management

Trustees gain access to our multi-manager solution, and a diversified range of specialist best-in-class investment managers.


Our large team of in-house lawyers, specializing in pensions, interprets plan provisions, changing regulations, and case law; and help with the drafting of plan amendments, and regulatory filings and applications.


Our record-keeping services are the industry leader in Canada today. 

Custodial Services

Through a partnership with a leading Canadian Custodial service provider, we ensure your assets are held safely at a highly competitive and consistent price point.

Contact us

Contact Morneau Shepell to learn more about our Total Plan Partnering suite of services, and how we can support you.
Jeff Alexander, 1.800.667.6328 or