Is it an option? Some people think that advice is often given, rarely asked for and seldom used. When it comes to investment advice, group…
The retirement spending challenge. Roughly a generation ago, a number of economic and business trends began shifting retirement savings risk from institutions and employers to…
Delegates at the DC Plan Summit were assigned to teams and instructed to come up with a vision for DC Plans in the year…
U.S. plan sponsors face a wave of litigation and proposed new regulations concerning fees charged to members in DC pension plans. Could Canadian plan sponsors…
Should we worry about saving enough for retirement or are the Chicken Littles of the world making us paranoid? Dr. Sherry Cooper, executive vice-president and…
Could a recovery be on the horizon for DB plans? In 1897, after a reporter was sent to investigate rumours that Mark Twain had died,…
We’ve seen a number of big deals recently within the money management industry—most notably, the $1.4-billion acquisition of Phillips, Hager & North (PH&N) by…
Several small plan sponsors from across Canada participated in a virtual roundtable to talk about their concerns and challenges in providing their employees with benefits…
As disability management becomes more complex, plan sponsors should consider a global approach to preventing absence and returning ill or injured employees to the workplace…
Sponsors of small group plans continue to face the same challenges: cost, competition and capability. Small plan sponsors want to offer the same kinds of…
Covering lifestyle drugs as part of a healthy workplace strategy may also help attract and retain employees. Employers looking to reduce, or at least contain,…
Derivatives often get a bad reputation for being overly risky, but they can be an excellent investment mechanism for pension funds when properly managed. This…
Portfolio managers can use over-the-counter structured products to achieve investment mandates, but managers should ensure they have the necessary expertise to deal in this market.…
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…