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70% of Canadians expect to be working in retirement: survey

More than two-thirds (70 per cent) of Canadian pre-retirees said they expect they’ll be working in retirement, according to Fidelity Investments Canada’s annual retirement survey. The survey, which polled nearly 2,000 Canadians aged 45 and older, also found 46 per cent said they expect to carry debt into their retirement. And a majority (87 per […]

  • By: Staff
  • June 25, 2019 November 11, 2020
  • 15:00
How rethinking plan design can address retirement readiness

Many Canadians are looking forward to retiring someday, but with the rising cost of living and increasing life expectancy, many are also uncertain whether retirement will arrive anywhere near the age they expect. When employees are worried about funding retirement, they delay it. In turn, employers face mounting costs, either from pay differentials with younger replacement workers […]

  • June 18, 2019 November 30, 2020
  • 08:30
OPTrust launches online pension portal for members

The OPSEU Pension Trust is partnering with James Evans & Associates Ltd. to launch an online services portal for its members. The OPTrust selected the Canadian pension software company’s member portal for the experience it will offer plan members and employers, noted a press release. The OPTrust is a minority shareholder in JEA. Read: OPTrust Select welcomes first members […]

  • By: Staff
  • June 12, 2019 November 12, 2020
  • 15:15
Hub acquires B.C.-based Porchlight Financial

Hub International Ltd. is acquiring Porchlight Financial. Located in Vancouver, Porchlight Financial has been offering group retirement plan consulting for 25 years. It specializes in plan member advisory services, financial wellness programs, retirement lifestyle and income planning. “With the addition of Porchlight Financial, Hub continues to create a robust Canadian benefits and pension solution for our clients,” said Dave Terry, president and […]

  • By: Staff
  • June 11, 2019 November 12, 2020
  • 08:30
Prevalence of U.S. workplace benefits plans on the rise: survey

The majority of small U.S. employers currently offer at least one health benefit to their employees, according to a new report by business research organization LIMRA. This is a rise of 11 percentage points compared to the last survey results in 2012. Much of these increases can be attributed to a stronger economy and record-low unemployment, noted […]

  • By: Staff
  • June 5, 2019 September 19, 2019
  • 15:00
Feds proposals for variable benefits present opportunity to revisit PRPP rules: PIAC

The federal government’s proposals around advanced life deferred annuities and variable payment life annuities represent significant enhancements in decumulation options for Canadian capital accumulation plan members, according to a letter from the Pension Investment Association of Canada. In the association’s feedback to the government, it encouraged the facilitation of the broadest potential access for Canadian savers in […]

  • By: Staff
  • June 5, 2019 September 13, 2019
  • 09:00
House passes bill to help workers with retirement savings

The House overwhelmingly approved a bill Thursday to promote retirement security by making it easier for small businesses and other companies to offer retirement plans. The bipartisan bill, approved 417-3, also makes it easier for workers to transfer retirement plans when they change jobs and allows part-time workers to save for retirement. The measures also […]

Sounding Board: How will Canadians stretch their retirement savings to age 100?

I was lucky enough to know my great-grandmother. I remember her living to the age of 94 — “incredible,” my family would say. But not as incredible as my great-grandfather. Though I never knew him, he lived to the age of 101. Growing up in the 1980s, I recall that someone living to age 100 […]

Head to head: Is there a place for OCIOs in DC pension plans?

An outsourced chief investment officer provides external expertise that can ease the minds of plan sponsors overwhelmed by pension management decisions. While the services have traditionally been used by defined benefit plans, do they translate to defined contribution plan management? John Jenner, vice-president of finance at Electrozad: Although today’s world is geographically the same size […]

  • By: Staff
  • May 10, 2019 March 6, 2021
  • 08:59
2019 CAP Member Survey: Helping each generation on their retirement journey

Though more than half of Canadian capital accumulation plan members feel financially prepared for retirement, there’s a distinct difference across generations. Given their proximity to retirement, it’s no surprise baby boomers (69 per cent) are the age cohort most likely to agree they feel prepared, compared to 59 per cent of generation X and 41 […]