Latest news in Gerry Wahl

Canada’s “Safe Harbor” Rules

Canada’s “Safe Harbor” Rules

Has Bill C 47 really changed anything?

  • October 6, 2011 September 13, 2019
  • 06:00
Converting from DB to DC?

Converting from DB to DC?

Then make sure your members understand the fees.

  • August 16, 2011 September 13, 2019
  • 08:41
Monitoring Your CAP Advisor

Monitoring Your CAP Advisor

Sizing up fees, performance and fiduciary issues.

  • August 8, 2011 September 13, 2019
  • 17:23
Evaluating Your Record Keeper

Evaluating Your Record Keeper

A guide to fees and performance.

  • August 4, 2011 September 13, 2019
  • 15:27
CAP Manager Fees and Performance

CAP Manager Fees and Performance

Part II in series on what CAP members pay.

  • July 29, 2011 September 13, 2019
  • 12:13
The Impact of Fees on CAP Members

The Impact of Fees on CAP Members

And why we need better disclosure.

  • June 1, 2011 September 13, 2019
  • 08:00
Who Killed the DB Plan?

Who Killed the DB Plan?

And why you need a strong governance framework.

  • April 7, 2011 September 13, 2019
  • 08:00
Sizing Up TDFs

Sizing Up TDFs

Advantages and disadvantages of one size fits all.

  • February 17, 2011 September 13, 2019
  • 08:25
The Trouble With TDFs: More Conceptual Hurdles

The Trouble With TDFs: More Conceptual Hurdles

Benchmarking, Fee Structure and other issues.

  • February 8, 2011 September 13, 2019
  • 08:45
Target-Date Funds: The Conceptual Hurdles

Target-Date Funds: The Conceptual Hurdles

When one size doesn't fit all.

  • February 1, 2011 September 13, 2019
  • 09:48
The Target Date Timing Bomb

The Target Date Timing Bomb

A three-part series on why TDFs aren’t a magic bullet for CAP plans.

  • January 24, 2011 September 13, 2019
  • 11:39
The Downside of PRPPs

The Downside of PRPPs

Beware of the risks and unintended consequences.

  • January 17, 2011 September 13, 2019
  • 09:51