2024 DC Investment Forum – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Wed, 06 Nov 2024 20:00:58 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 Coverage of the 2024 DC Investment Forum https://www.benefitscanada.com/events/conference-coverage/coverage-of-the-2024-dc-investment-forum/ Wed, 06 Nov 2024 13:00:17 +0000 https://www.benefitscanada.com/?p=161938 The volatile global conditions of the last four years have culminated in a looming economic downturn, impacting defined contribution pension plan sponsors and members alike. On Oct. 3 at the Omni King Edward Hotel in Toronto, the 2024 DC Investment Forum highlighted the various tools and strategies that can help plan sponsors navigate turbulent economic waters […]

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]]> 2024 DC Investment Forum: Young Canadians’ retirement savings at mercy of housing market, government inaction https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-young-canadians-retirement-savings-at-mercy-of-housing-market-government-inaction/ Wed, 06 Nov 2024 12:59:47 +0000 https://www.benefitscanada.com/?p=161884 Young Canadian employees are facing a series of headwinds stemming from rising housing costs and decades of inaction by the federal government to support retirement savings, said Paul Kershaw, founder of not-for-profit organization Generation Squeeze and a policy professor at the University of British Columbia, during the keynote session at Benefits Canada’s 2024 Defined Contribution […]

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]]> 2024 DC Investment Forum: Three tips for picking the right target-date fund https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-three-tips-for-picking-the-right-target-date-fund/ Wed, 06 Nov 2024 12:57:28 +0000 https://www.benefitscanada.com/?p=162019 With defined contribution pension plan assets expected to double in the near term and members now using target-date funds at “unprecedented” rates, plan sponsors need to determine which TDFs are the best for their employee population, said Wyatt Lee, portfolio manager and head of target-date strategies for T. Rowe Price Inc., during Benefits Canada’s 2024 […]

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]]> 2024 DC Investment Forum: Investing in appropriate TDFs can lead to higher than average account balances https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-investing-in-appropriate-target-date-funds-can-lead-to-higher-than-average-account-balances/ Wed, 06 Nov 2024 12:56:49 +0000 https://www.benefitscanada.com/?p=162022 The majority of Canadian defined contribution plan members are invested in the appropriate target-date fund vintage and those who are may be better prepared for retirement, according to research by Fidelity Investments. The research, which examined data from Canadian record keepers to understand investors’ savings behaviours in a DC context, found about 70 per cent of […]

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]]> 2024 DC Investment Forum: Financial advice ‘paramount’ to DC plan members’ success as they save for, enter retirement https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-financial-advice-paramount-to-dc-plan-members-success-as-they-save-for-enter-retirement/ Wed, 06 Nov 2024 12:55:29 +0000 https://www.benefitscanada.com/?p=161986 Canadian defined contribution plan members’ knowledge of target-date funds is lacking and it may point to a larger issue: the stakes set for member investment knowledge may be too high, hindering engagement efforts, according to a survey by MFS Investment Management. The survey of around 1,000 Canadian DC plan members, including 700 active members and 300 […]

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]]> 2024 DC Investment Forum: New decumulation product combining income predictability with capital availability https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-new-decumulation-product-combining-income-predictability-with-capital-availability/ Wed, 06 Nov 2024 12:54:37 +0000 https://www.benefitscanada.com/?p=162026 Pension plan members’ primary concerns about their golden years are whether they’ve saved enough money to live their dream retirement, whether those funds will last and whether they’ll be able to leave a legacy for their family. But numerous surveys of Canadians indicate many don’t feel financially literate enough to address those concerns, according to […]

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]]> 2024 DC Investment Forum: The importance of ESG factors in bond investing https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-the-importance-of-esg-factors-in-bond-investing/ Wed, 06 Nov 2024 12:53:45 +0000 https://www.benefitscanada.com/?p=162023 Rising food, energy and housing prices aren’t just pocketbook issues for consumers or election fodder for politicians, they’re also social risk factors, indicators of a country’s economic health and highly important to bond investors, said Reina Berlien, head of environmental, social and governance at Brandywine Global Investment Management. While ESG factors may not seem important […]

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]]> 2024 DC Investment Forum: Addressing inflation risk through DC plan members’ working lives https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-addressing-inflation-risk-through-dc-plan-members-working-lives/ Wed, 06 Nov 2024 12:52:56 +0000 https://www.benefitscanada.com/?p=162027 The rapid rise in the cost of living in 2022 and into 2023 underscored the need for target-date funds to not just protect against standard inflation, but inflation shocks as well. The problem that presents is the more inflation protection that’s added into a portfolio, the lower the returns, said Nick Nefouse, managing director, global […]

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]]> 2024 DC Investment Forum: Panel: How employers are supporting plan members’ investment decisions amid rising cost of living https://www.benefitscanada.com/events/conference-coverage/2024-dc-investment-forum-panel-how-employers-are-supporting-plan-members-investment-decisions-amid-rising-cost-of-living/ Wed, 06 Nov 2024 12:51:23 +0000 https://www.benefitscanada.com/?p=161887 The rising cost of living in the post-pandemic era has impacted all aspects of employees’ financial wellness, including retirement savings. In 2023, Hofmann-La Roche Ltd. examined the savings needs of its multigenerational workforce and determined more flexibility was required to encourage employees to set aside retirement savings, said Rana Kassab (pictured right), the company’s director […]

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