Planning to attend the 48th Annual Canadian Employee Benefits Conference?
The International Foundation’s 48th Annual Canadian Employee Benefits Conference brings you solid, straightforward education you need to make the decisions that are in the best interests of plan...
View ArticleWhy You Need to Care about Plan Governance
Retirement plan governance doesn’t elicit the same glamour as other facets of managing investments, but its importance is difficult to ignore—particularly in light of recent debacles where poor...
View ArticleSharing Views and Making News
Over the past week, our consultants have provided insight into mental health, fiduciary managers, and default investment funds. Health Canada, Employee Benefits Advisor, EAP top mental health program...
View ArticleSee It, Believe It
I met one of our new clients a few months ago who, somewhat unusually, has two very similar defined benefit pensions schemes in terms of size, funding level, and investment strategy. Over the course of...
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Sharing views and making news
Over the past week, our consultants have provided insight into pension investments, risk management, U.S. pension law, and technology-supported wellness programs. Wealth U.K., I&PE.com,...
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Be diligent – and keep a paper trail.
“Perfection is not expected. What is expected is that anyone administering a pension plan is acting properly and exercising a reasonable level of care, and has the paper trail to demonstrate it.” –...
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Sharing views and making news
Over the past week, our consultants have provided insight into U.K. and U.S. pensions, the U.S. ACA, and HR technology. Wealth U.K., Radio 5 Live, afternoon edition David Piltz, Head of Trustee...
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Focusing energy on the most relevant fallout from Brexit
We have all seen a staggering amount published since the leave vote last Thursday explaining the far-reaching implications for pensions, some projecting outcomes across future generations. 1 in 3 of my...
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Sharing Views and Making News – September 12, 2016
Over the past week, our consultants have provided insight into financial wellness programs and U.K. pension investments. And, in celebrating our 100th anniversary, we gave back to the city we started...
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Don’t get caught cold by scammers!
The government is apparently planning to ban cold calling for pension and investment offers in an attempt to make life harder for scammers. An announcement is expected in the next few weeks. The...
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