President Trump’s pro-business agenda could boost M&A and public offerings

Donald Trump is poised to be the “most transformational” U.S. president due to his corporate tax rate approach and a unique deregulation plan across financial and energy sectors.

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How financial advice has evolved in 25 years of retirement savings

Over the past 25 years, the pension industry has seen many significant shifts, from defined benefit to defined contribution, from accumulation to decumulation and from education and guidance to financial planning.

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Understanding the modern mindset for DC plan member engagement

With climate change affecting the planet and artificial intelligence disrupting the concept of work, a profound generational shift is underway in how young people are thinking about their futures.

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Revolutionizing retirement income solutions for retirees

As defined contribution plans mature, Canada is seeing the first wave of retirees that only have DC plans and plan sponsors are facing the challenges of this decumulation phase.

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Governance framework at the core of CAPSA’s updated guidelines

While good governance practices must be at the core of any pension plan, intricate frameworks are designed to be proportional to the size of the sponsoring organization.

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Making the case for more Canada in DC investment portfolios

Home-country bias is a conversation that ebbs and flows, with U.S. investment returns since the 2008/09 financial crisis reigniting the conversation.

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How the engagement revolution can boost retirement outcomes

For defined contribution plan members, the evolution of education and engagement has passed several milestones, including the introduction of email and mobile apps.

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Blend of active and passive leading trends in U.S. DC investment

An emerging trend in U.S. defined contribution investment strategies is the ‘blend trend,’ which is a target-date solution that allocates to underlying building blocks that are managed both actively and passively.

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Auto-enrolment allowing some U.S. states to help workers prepare for retirement

With no federal requirement for U.S. employers to offer retirement savings options, individual states are stepping up and delivering meaningful programs.

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Aluminum tariff policy shows misguided U.S. approach against Canada

Amid all of the Canadian industries impacted by tariffs imposed by U.S. President Donald Trump, targeting the production of aluminum shows a misunderstanding of the industry.

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Is there a rising tide lifting all decumulation priorities from an investment perspective?

Rather than a single defined contribution plan sponsor tackling the decumulation dilemma alone, decisions need to be reframed as a decumulation ecosystem.

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A look at the history and beneficial characteristics of target-date funds

Since 2008, when the U.S. enacted legislation allowing target-date funds as the default, total assets in these funds have grown from around US$150 billion to $3 trillion.

This session has been made possible by CIBC Asset Management.

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How Bell Canada incorporated plan sponsor guidance into DC plan design

In the early days of Bell Canada’s defined contribution plan, there was a lot of emphasis on information and big campaigns, but at that time, employers were reluctant to get too involved.

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Panel: Personalized, holistic approach biggest benefit in 25 years of DC plan changes

The evolution of pension plans from retirement tools to encompassing flexible savings models that prioritize financial wellness is a defining change over the past 25 years in the defined contribution pension industry.

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