Native Benefits Plan

Native Benefits Plan

Native Benefits Plan operates as a defined benefit pension plan sponsored by RBA Financial Group. The Atikamekw-Montagnais Council established the plan in 1979 to serve First Nations employers and employees. The plan holds positions in Brookfield Real Estate Finance Fund VI, IFM U.S. NZI Fund, and GIP Infrastructure Fund IV. It also commits to Penfund VII, Neuberger Berman Fund IV, and Carlyle Corporate Private Debt. Allocations target global infrastructure, Canadian and global equities, and private debt. Geographic exposure centers on Canada and the United States. RBA Financial Group acts as sponsor and manager. The plan maintains a charitable foundation established in 2011 that supports education and community projects. It signed the UN Principles for Responsible Investment in 2011 and belongs to the National Aboriginal Capital Corporations Association. The plan functions as a multi-employer vehicle governed by a Retirement Committee rather than a single-family mandate. Investment decisions route through external advisors including Fiera Capital, IFM Investors, Brookfield Asset Management, and Neuberger Berman.