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Copyright_singkham_123RF

Capital accumulation plan member outcomes saw a modest decline in the second quarter of 2022, as rising interest rates and the corresponding rise in annuity rates helped offset the falling investment markets, according to Eckler Ltd.’s latest CAP income tracker. It found a typical male member retiring at the end of June 2022 achieved a […]

  • By: Staff
  • August 25, 2022 August 25, 2022
  • 09:06

While defined contribution pension plan sponsors are focusing on providing members with information, education and guidance to ensure they’re ready for retirement, advice is becoming more holistic and covering a financial wellness continuum, said Jennifer Katzsch, regional vice-president for Western Canada, group retirement savings at Desjardins Insurance, during a session at Benefits Canada‘s 2022 DC […]

U.S. employers offering 403(b) retirement plans will benefit from access to collective investment trusts, according to a report by the Defined Contribution Institutional Investment Association. It noted the latest version of the Securing a Strong Retirement Act passed the House in March and, if it passes through the Senate with language that allows institutional 403(b) […]

  • By: Staff
  • July 6, 2022 July 6, 2022
  • 15:00

As the move away from traditional defined benefit plans continues and intensifies, Canada’s multi-employer pension plans are providing employers with another retirement savings option for their employees. And despite facing a number of challenges, from industries in decline to legislative obstacles, MEPPs continue to attract plan sponsors from across the country. Read: Canadian MEPPs facing challenges […]

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Three-quarters (75 per cent) of defined contribution plan sponsors cite reviewing fees as the most important step they took to improve their fiduciary position in 2021, according to a new survey by U.S. investment consulting firm Callan. This was followed by examining the plan’s investment policy statement (63 per cent) and investment structure (61 per cent) […]

  • By: Staff
  • March 7, 2022 March 7, 2022
  • 15:00

Higher investment fees in capital accumulation plans can potentially set an individual’s retirement date back by four years, according to Mercer’s latest retirement readiness barometer. The analysis found a person paying the median retail fee (1.9 per cent) would be retirement ready at age 70. On the other hand, someone paying the median fee available […]

  • By: Staff
  • February 25, 2022 February 24, 2022
  • 09:00
Copyright_tomertu_123RF

The Office of the Superintendent of Financial Institutions and the Financial Services Regulatory Authority of Ontario are putting forward six recommendations for strengthening the Canadian Association of Pension Supervisory Authority’s capital accumulation plan guidelines.  In a webinar hosted in November 2021, the regulators shared the outcomes of its technical advisory committee and solicited feedback from the […]

  • By: Staff
  • February 9, 2022 February 8, 2022
  • 09:00

Defined benefit pension plans offer substantial cost advantages over 401(k)-style defined contribution plans, according to a new report by the National Institute on Retirement Security. The U.S. report found a typical DB pension — with advantages based on longevity risk pooling, asset allocation, low fees and professional management — has a 49 per cent cost advantage […]

  • By: Staff
  • January 11, 2022 January 10, 2022
  • 09:00

Nearly half (44 per cent) of pension plan sponsors in the U.S. said they intend to review and/or renegotiate their plan’s management fees over the next one to two years, whether it’s custody fees (27 per cent) or investment management fees (17 per cent), according to a survey by consulting firm Callan. The survey, which […]

  • By: Staff
  • December 1, 2021 December 1, 2021
  • 09:00
Copyright_Wittaya Doktanyong_123RF

Since target-date funds were introduced to the Canadian market in the early 2000s, they’ve become the dominant investment choice for defined contribution pension plan members. The funds, which are balanced with dynamic asset mixes that adjust as members approach retirement, are offered in a series — typically, one fund for each five-year target retirement band — with each fund […]