KPA Advisory Services helps Clients become stronger 'value propositions' for their stakeholders. We do this through a Retainer Package (our Advisory Service) that contains 3 critical ingredients:

1. OUR RESEARCH SPANS TWO BROAD AREAS

• Pension System Design - we seek ways to enhance pension system fairness, transparency, and sustainability.
   
• The Governance and Management of Pension Institutions - we seek ways to improve the institution’s mission clarity and organizational effectiveness.

2. ACTIONABLE INSIGHTS AND RECOMMENDATIONS

• We take care to convert our research insights into practical action steps for Clients.

3. MULTIPLE COMMUNICATION CHANNELS

• As an Advisory Services Client, your Retainer Package includes receipt of The Ambachtsheer Letter, our 4-page advisory letter that addresses our research and action steps. During the calendar year, you will receive monthly Letters.
   
• Through the Call Option, Clients have direct access to Keith Ambachtsheer either by phone, video conference or in person, for consultation or involvement in Board or Investment Committee meetings, strategic documents review and/or strategic planning sessions. Clients are entitled to up to 1/2 day of Keith’s time, once within a calendar year. (If additional Call Option time and/or a Client Visit is required, Clients will be charged at a per diem rate of $7,500. We attempt to keep travel expenses and other charges to a minimum by cost-sharing with other Clients visited on the same trip. We work with our Clients to optimize this value. Our Video Conference option is priced using the same principles.)
   
• Our Clients receive a complimentary a semi-annual copy of the Rotman International Journal of Pension Management.