The last 10 to 15 working years before retirement is a powerful and precarious time for defined contribution plan members, with roughly half of the…
After a “Goldlilocks period” of low inflation and economic stability in the 2010s, the coming decades are expected to be marked by a higher cost…
KPMG in Canada is aiming to boost plan member engagement with its retirement savings programs with a host of changes, including a refreshed defined contribution…
Roughly six in 10 (60 per cent) U.S.-based defined contribution pension plan sponsors say they want to retain assets in the plan, often by limiting…
While the total number of pension plans in B.C. declined to 610 in 2024, overall membership increased by four per cent to 1.34 million members,…
The value of the world’s 300 largest pension funds reached US$24.4 trillion in 2024, growing by 7.8 per cent to reach a new record sum,…
Nearly half (45 per cent) of U.S. capital accumulation plan members say they’d invest in private equity and private debt investments if their plan provided…
Amid a push to open U.S. capital accumulation plans to direct investments in private assets, it’s important for plan sponsors and members to take a…
The Financial Services Regulatory Authority of Ontario is working to address the problems of a detailed compliance approach to pension regulation, said James Hoffner (pictured…
Peter Shaker’s job requires him to stay connected with the financial world, its economic movement and any developing investment trends — mainly, what’s making people…
Canadian capital accumulation plan members are increasingly allocating their investments to target-date funds, according to a new report by Sun Life Financial Inc. The report…
Three years ago, I wrote an editorial for our inaugural DEI Issue heralding the overdue and rising attention that was being bestowed on diversity, equity…
It’s a generally recognized fact that institutional investors in the Nordic region pioneered the approach to sustainable investing, including incorporating environmental, social and governance factors.…
Defined contribution pension plan sponsors are navigating the demands of a strict asset allocation guideline in accordance with Islam by incorporating Sharia-compliant funds into their…
Seventeen of the largest workplace pension providers in the U.K. have agreed to invest at least 10 per cent of their defined contribution default funds…
Michael Montgomery used to check the balance on his retirement account once a week and smile. But lately, not wanting to get upset and question…
Benefits Canada celebrated the Defined Contribution Plan Summit’s 25th anniversary by looking at how the world has changed over the last quarter century, the subsequent…
Donald Trump is poised to be the “most transformational” U.S. president due to his corporate tax rate approach and a unique deregulation plan across financial…
Over the past 25 years, the pension industry has seen many significant shifts, from defined benefit to defined contribution, from accumulation to decumulation and from…
With climate change affecting the planet and artificial intelligence disrupting the concept of work, a profound generational shift is underway in how young people are…
As defined contribution plans mature, Canada is seeing the first wave of retirees that only have DC plans and plan sponsors are facing the challenges…
While good governance practices must be at the core of any pension plan, intricate frameworks are designed to be proportional to the size of the…
Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation, said Jon Knowles, institutional…
An emerging trend in U.S. defined contribution investment strategies is the ‘blend trend,’ which is a target-date solution that allocates to underlying building blocks that…
Amid all of the Canadian industries impacted by tariffs imposed by U.S. President Donald Trump, targeting the production of aluminum shows a misunderstanding of the…