Target-date funds (TDFs) have become an increasingly popular investment option for defined contribution (DC) plan participants. But do participants really understand how they work, and are they using them correctly?… Read more >
Kathy Bergstrom, CEBS
April 4, 2019
Employee Benefits, Investments, Retirementtarget-date funds, TDFs
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Could offering sustainable, responsible and impact (SRI) investment options in your retirement plan be an employee recruitment and retention tool? Quite possibly, according to recent research. A 2017 survey by… Read more >
Kathy Bergstrom, CEBS
August 9, 2018
Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investmentsimpact investing, responsible investing, SRI investing, sustainable investing
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It is hard to believe that we are already into the third month of 2018! After attending several conferences over the past few months in Canada, I have noticed several… Read more >
Bradley Bauter
March 8, 2018
Canada, Employee Benefits, Investments
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Roses are red, violets are blue, is it time to bid your fund’s investment manager adieu? With Valentine’s Day upon us, you may be thinking about relationships. And an employee… Read more >
Kathy Bergstrom, CEBS
February 14, 2018
Employee Benefits, Investments
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The retirement population is set to boom. Baby Boom, to be exact, as people born between 1947 and 1966 are at or nearing retirement age. This explosion of employees and… Read more >
Robbie Hartman, CEBS
November 30, 2017
Canada, Employee Benefits, Financial Education, Investments, Retirement
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Purchasing disposable toys instead of saving for college. Spending months on the intricacies of fantasy football but not focusing on retirement until 55. The rise of the Kardashians. As humans, we… Read more >
Robbie Hartman, CEBS
August 31, 2017
Employee Benefits, Financial Education, Financial Wellness, Investmentsbehavioral finance, behavioural finance
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The International Foundation has been closely monitoring the significant provincial and federal funding changes for pension plans over the last few years. Target benefit plan legislation in British Columbia and Alberta,… Read more >
Bryan Zoran, CEBS
June 7, 2017
Canada, Defined Benefit (DB) Plans, Employee Benefits, Investments, Legislative, Pensions, Retirementsolvency funding
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It’s aliiiiiiive! Despite most people’s prediction that the Department of Labor’s (DOL) new fiduciary rule would be further delayed or completely scrapped under President Trump (see the Presidential Memorandum published… Read more >
Adam Abelson, CEBS
June 2, 2017
Employee Benefits, Financial Education, Financial Wellness, Investments, Retirementconflict of interest rule, fiduciary rule
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Investors are becoming increasingly aware of both the social and financial implications of their investment decisions. This concept, known as economic, social and governance (ESG) investing, has been identified by… Read more >
Justin Held, CEBS
May 3, 2017
Employee Benefits, InvestmentsESG, impact investing, mission investing, responsible investing, socially responsible investing, sustainable investing
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Benefit plan trustees have been giving increased attention to alternative asset classes. Before investing in these classes, it is important define what alternative investments are, identify the most prevalent types… Read more >
Justin Held, CEBS
February 2, 2017
Employee Benefits, Investments, Pensions, Retirementalternative investments
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