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For High Earners

Beyond the Limits:
The Retirement Compensation Arrangement

When you've maximized your PPP® or IPP room, the RCA allows you to shelter surplus corporate income without a defined ceiling. The ultimate tool for executives and high-net-worth professionals.

$250k+Minimum Income
No CapContribution Limit
50%CRA Refund Rate
CRA Registered
Fiduciary Standard
Legal Oversight
Creditor Protected

INTEGRIS is a fiduciary pension administration firm responsible for governance, regulatory compliance, and administrative oversight of pension plans serving incorporated professionals across Canada.

The Mechanics

How the RCA Works

A sophisticated retirement vehicle designed for executives who need to save beyond registered limits.

01

The Mechanism

A supplemental trust for high earners ($250k+). When you've maximized PPP® or IPP room, the RCA provides additional tax-deferred accumulation.

02

The 50% Rule

50% of contributions go to an investment account; 50% to a CRA Refundable Tax Account (RTA). The split ensures compliance while maximizing growth potential.

03

The Refund

For every $1 paid out in retirement, the CRA refunds $0.50 to the trust. This mechanism effectively returns the RTA portion during the distribution phase.

04

The LOC Strategy

Use a Letter of Credit to keep 100% of the capital working in your business while still accruing the pension obligation—advanced tax planning at its finest.

Contribution

Corporate contribution is made to the RCA trust

50%Investment Account
50%CRA Refundable Tax

Distribution

For every $1 paid out, CRA refunds $0.50 to the trust

Applications

Strategic Use Cases

The RCA is a versatile tool for sophisticated wealth planning scenarios.

Retention

Executive Retention

"Golden Handcuff" strategies for key CEOs and executives. Create compelling long-term incentives that align with company performance.

Exit Planning

Sale Preparation

Fund an RCA prior to a business sale to reduce taxable retained earnings. Extract value tax-efficiently before a transaction.

High Earners

The $175k+ Problem

Solving the "savings gap" for those whose lifestyle and retirement goals exceed what registered limits can provide.

Transparent Pricing

RCA pricing

Most clients add an RCA on top of an existing PPP — the combo credit makes that pairing especially efficient.

Standalone
$2,800/ year

Single-member RCA. Tax-deductible to your corporation.

Insurance platform option

$525/year base when held on the Industrial Alliance insurance platform — see our FAQ on what an RCA can invest in for the strategy behind this.

100% tax-deductible

Same as the IPP and PPP: a corporate-level expense, not personal after-tax dollars.

Pricing per the 2025 INTEGRIS fee schedule. All fees are exclusive of applicable taxes. Final quote provided after consultation.

Build the Foundation First

Start with the PPP® or IPP

The RCA is designed as a supplemental strategy for those who have already maximized their registered room. Whether you need the Guaranteed Certainty of an IPP or the Dynamic Control of a PPP®, establish your foundation first.

Common Questions

RCA Questions

An RCA only makes sense once you've fully maxed out your RRSP and PPP® contribution room and still have surplus corporate cash to defer. Typical threshold: you're earning $300K+ in T4, your corporation generates $200K+ in surplus each year, and you expect to retire in a meaningfully lower tax bracket (or jurisdiction). Below that, the 50% Refundable Tax friction outweighs the benefit. RCAs are precision tools for the top end of the income range — not general-purpose retirement savings.

Advisor Exclusive

Join the INTEGRIS President's Club

The INTEGRIS President's Club is an advisor-only subscription for professionals who want deeper insight, practical pension strategies, and direct access to INTEGRIS leadership.

Monthly President's Club Study Sessions — interactive Teams discussions led by our CEO and pension experts
Exclusive Q&A Access — ask questions live and get clarity on complex client scenarios
Early Access to Updates — hear first about new tools, legislative changes, and strategies that impact your clients
Advisor-Focused Insights — curated, practice-building content not available through public channels
Direct invitations — never miss a session or announcement