Home Idan Shlesinger

A closer look at trust-based DC pension plans

One of the fundamental questions about the structure of defined contribution pension plans is one that rarely comes up but that has an impact on almost every other aspect of the program: whether to use a trusteed or an insurance platform to structure the plan. Most Canadian defined contribution pension plans use an insurance platform. […]

  • January 17, 2017 September 13, 2019
  • 08:54

Helping employees plan their retirement path

Amassing adequate retirement savings is a challenge for individuals trying to plan for retirement.

  • March 22, 2012 September 13, 2019
  • 13:38

A fresh look at holistic and integrated retirement planning tools

The grasshopper spent the warm months singing away while the ant worked to store up food for winter. When winter arrived, the grasshopper was dying of hunger, and, upon asking the ant for food, was only rebuked for its idleness. This fable is used to teach the importance of saving, but it misses the point. […]

  • April 21, 2011 September 13, 2019
  • 11:58