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Since the onset of the coronavirus pandemic three years ago, the global economy has faced a bumpy ride, led by the lingering public health crisis, rising geopolitical tensions and high inflation. The 2023 Defined Contribution Investment Forum, which was held on Sept. 29 at the Ritz-Carlton Hotel in Toronto, shared thought leadership on the various […]

Defined contribution pension plan members are currently in a different place, especially the younger generations, who are likely feeling as though their financial priorities don’t line up with workplace pensions the way they did for previous generations. “What I’m getting at here is the idea that retirement saving isn’t the undeniable consensus top priority it […]

Since defined contribution plan members will experience a wide variety of market conditions over the course of their working lives and into retirement, it’s important for the strategic asset allocation of target-date funds to be diversified and able to stand the test of time, according to Jon Knowles, institutional portfolio manager for global asset allocation at […]

Plotting out a glide path is the most important part of designing a target-date fund — not only does it take members on a roughly 40-year investing journey, but it also has the most significant impact on their retirement outcomes. Glide paths must also address the key risks facing defined contribution plan members, said Satwick […]

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Diversifying target-date funds by incorporating illiquid assets — such as private equity, real estate and infrastructure — could result in a 0.15 per cent annual increase in return over a decade, according to a recent report by Georgetown University’s Center for Retirement Initiatives in partnership with CEM Benchmarking Inc. The report was authored by Angela Antonelli, a […]

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More than two-fifths (43 per cent) of U.S. defined contribution pension plan sponsors say their plan offers automatic escalation, up from 21 per cent in 2013, according to a new survey by J.P. Morgan Asset Management. The survey, which polled more than 700 employers, found nearly two-thirds (61 per cent) said they take a proactive […]

  • By: Staff
  • August 15, 2023 August 15, 2023
  • 15:00

Just over half (56 per cent) of Americans feel on track for retirement, an 11 per cent drop in confidence compared to 2022, according to a new survey by BlackRock Inc. The survey, which polled more than 450 large defined contribution pension plan sponsors, 1,200 workplace retirement plan savers, 1,300 independent savers and 300 retired […]

  • By: Staff
  • July 28, 2023 July 27, 2023
  • 15:00

While a third of Canadians are very or extremely confident they’ll be able to retire at the age they want to, around 40 per cent are somewhat confident and a fifth say they don’t think they’ll be able to retire at all, according to MFS Investment Management’s 2022 global retirement survey. “Those stats for the […]

Factors such as population demographics, productivity and geopolitics impact economic growth and, by extension, the retirement outcomes of defined contribution pension plan members over longer-term time horizons, said Jon Knowles, senior investment analyst at Fidelity Canada Institutional, during a session at Benefits Canada‘s 2023 DC Plan Summit. Ageing populations have traditionally been viewed as a dis-inflationary force due […]

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While a third (34 per cent) of U.S. defined contribution pension plan sponsors say they’re studying decumulation solutions and another 15 per cent are in the process of evaluating or implementing one more than a quarter (27 per cent) say decumulation isn’t a topic of interest or need, according to a new survey by consultancies […]

  • By: Staff
  • May 3, 2023 May 3, 2023
  • 15:00