Pension plan sponsors and other investors with long time horizons often rely on high allocations to equities to help them achieve their long-term return objectives.…
After a year of market extremes, Canadian, U.S., U.K. and European plan sponsors still have concerns about the global economy. And according to Pyramis Global…
As unlikely as it may have seemed just a few years ago, over the past 18 months, retirement financial preparedness has become headline news in…
In January, the Ontario Court of Appeal released its long-awaited decision concerning a partial windup application made by non-unionized employees affected by a reorganization at…
The Ontario government’s decision to allow two of the country’s largest pension funds to act as third-party investment managers has spawned a debate within the…
During 2009, retirement savings frequently made headline news. The news stories all focused on the same question, regardless of whether it was asked in the…
Many countries are dealing with the issue of a significant savings shortfall for certain groups of individuals at or near retirement. Canada is one of…
Although David showed early symptoms in his late teens, he was only diagnosed with rheumatoid arthritis (RA) once he was well established in his career.…
The escalation in psychological claims over the past 10 years has been dramatic. Experts now estimate that the cost represents approximately 40% of claims on…
For many, the January/February period is the toughest time of year. The holidays are over. Lingering credit card bills weigh heavily on the conscience—and the…
A pension plan administrator has a legal obligation to invest plan assets prudently and in compliance with the quantitative limits on pension investments. Until recently,…
The market turmoil over the last year and a half has created significant interest in the sufficiency of retirement plans—specifically, in the defined contribution (DC)…
Roughly 18 months after the financial crisis, the economic fog is beginning to lift, but custodians still struggle with declining pension assets. In this year’s…
In times of increased economic uncertainty, the number of tough financial choices facing the average person seems to rise exponentially. Clashing priorities battle it out:…
One employee touts the benefits of an ESOP, while an academic notes it depends on individual financial circumstances and plan design. Morgan Zirul, store manager,…
PepsiCo Canada may be known for quenching thirst and satisfying snack cravings, but the organization’s leadership recently identified another kind of demand: clearer, more personalized…