Serge Charbonneau is a Partner in the Pension Consulting practice of Morneau Shepell’s Montreal office and has been with the company since 2004. He has over 30 years of experience providing strategic guidance to national and multinational corporations, including those in the pulp and paper industries.
Serge assists clients with all aspects of their retirement programs including pension plan design, redesign and implementation with particular expertise in the analysis of critical opportunities resulting from corporate reorganizations. Program designs have included Defined Benefit (DB), Defined Contribution (DC), Supplemental Executive Retirement Plans (SERP), Retirement Compensation Agreements (RCA) and Individual Pension Plans (IPP).
Serge’s experience encompasses every step of the process from executing actuarial valuations for funding and accounting purposes to due diligence for corporate mergers and acquisitions. His clients have benefitted from his extensive experience in investment policy development, review of administration procedures, amendments of plan regulations, communication with employees and assistance with collective bargaining. Strengths also include asset liability modeling and risk management as well as pension plan splits, mergers, conversions and terminations.
Serge is active in the larger pensions community, lending his experise to the analysis of legislative changes, the development of new services and training. He is a frequent presenter at conferences and is the author of numerous articles.
Serge holds a BA in Mathematics from Laval University and is a Fellow of the Society of Actuaries and the Canadian Institute of Actuaries.