Investments Archives - Page 3 of 4

Three Steps to Reduce Plan Costs and Improve Retirement Security

Robbie Hartman, CEBS

21 Aug 201921 Aug 2019

Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip side of that coin: the long-term impact of compounding costs from investment […]

Employee Benefits Investments Retirement

Helping Your Participants Understand Target-Date Funds

Kathy Bergstrom, CEBS

04 Apr 201903 Apr 2019

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? Those are among the questions that Deb Rosenberg, CEBS, suggests DC plan […]

Defined Benefit (DB) Plans Defined Contribution (DC) Plans Employee Benefits Investments

What Plan Sponsors Need to Know About SRI Investing

Kathy Bergstrom, CEBS

09 Aug 201809 Aug 2018

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 Nuveen showed that 57% of respondents (94% of Millennials) would choose an […]

Canada Employee Benefits Investments

Four Trends Impacting Employee Benefits in Canada

Bradley Bauter

08 Mar 201820 Sep 2018

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 common trends that are disrupting the benefit and pension industry. Trend 1—Medical […]

Employee Benefits Investments

Four Questions to Evaluate Your Investment Manager Relationship

Kathy Bergstrom, CEBS

14 Feb 201814 Feb 2018

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 benefit fund’s relationship with its investment manager is an important one to […]

Canada Employee Benefits Financial Education Investments Retirement

Help Employees Avoid These Retirement Risks

Robbie Hartman, CEBS

30 Nov 2017

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 plan members nearing retirement brings an opportunity for financial education, writes Alexandra […]

Employee Benefits Financial Education Financial Wellness Investments

Take Advantage of Behavioural Biases in Investing

Robbie Hartman, CEBS

31 Aug 201731 Aug 2017

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 know we’re not perfectly rational. Rather, we know other people aren’t perfectly rational, even […]

Canada Defined Benefit (DB) Plans Employee Benefits Investments Legislative Pensions Retirement

Not Your Father’s Solvency Funding

Bryan Zoran, CEBS

07 Jun 2017

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, as well as federal legislation in Bill C-27, have certainly garnered a […]

Employee Benefits Financial Education Financial Wellness Investments Retirement

Surprise! Fiduciary Rule to Be Implemented as Planned

Guest Contributor

02 Jun 201718 Jul 2017

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 on February 3, 2017 ), newly confirmed Labor Secretary Alexander Acosta issued […]

Employee Benefits Investments

Benefit Plan Investments 101: ESG Investing

Justin Held, CEBS

03 May 2017

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 several different names including socially responsible investing, impact investing, mission investing, or […]