investment fees – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Fri, 30 Aug 2024 18:20:26 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 2024 Consultants Report: Is there an inherent conflict of interest when consulting firms consolidate? https://www.benefitscanada.com/archives_/benefits-canada-archive/2024-consultants-report-is-there-an-inherent-conflict-of-interest-when-consulting-firms-consolidate/ Fri, 09 Aug 2024 12:57:10 +0000 https://www.benefitscanada.com/?p=158602 The consolidation of firms within the pension and benefits industries could pose a threat because there’s less choice available in terms of service providers, says Susan G. Seller, a pension and benefits lawyer at Bennett Jones LLP. “I think the evolution of the services they offer . . . poses a particular challenge for employers […]

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]]> 74% of U.S. DC pension plan sponsors to conduct plan fee review in 2024: survey https://www.benefitscanada.com/pensions/cap/74-of-u-s-dc-pension-plan-sponsors-to-conduct-plan-fee-review-in-2024-survey/ Wed, 08 May 2024 19:00:28 +0000 https://www.benefitscanada.com/?p=155327 Three-quarters (74 per cent) of U.S. defined contribution pension plan sponsors say they’ll review plan fees throughout 2024, according to a new survey by investment consulting firm Callan. The survey, which polled more than 130 DC plan sponsors, found that half of respondents said they’re likely to move to lower-cost investment vehicles in 2024, up […]

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]]> Expert panel: Have hedge funds budged on hurdle rates? https://www.benefitscanada.com/canadian-investment-review/alts/expert-panel-have-hedge-funds-budged-on-hurdle-rates/ Tue, 30 Apr 2024 15:00:42 +0000 https://www.benefitscanada.com/?p=154912 Even though it has been two years since the U.S. Federal Reserve started rapidly hiking interest rates, hedge fund managers aren’t more likely to have a hurdle rate in place now than they were during the zero interest-rate policy era. Yet institutional investors are pushing for change. There’s a strong carry component to many hedge […]

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]]> Financial market regulators establish committee to implement total cost reporting plan https://www.benefitscanada.com/pensions/cap/financial-market-regulators-establish-committee-to-implement-total-cost-reporting-plan/ Fri, 15 Dec 2023 20:00:07 +0000 https://www.benefitscanada.com/?p=148899 The Joint Forum of Financial Market Regulators is establishing a committee to help implement its total cost reporting plan. The plan aims to increase investor and policy-holders’ awareness of the ongoing costs of owning investment funds and individual segregated fund contracts. The committee, which is comprised of joint forum members and industry representatives, will provide […]

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]]> 2023 CAP Member Survey: How CAPs are evolving to address changing financial priorities https://www.benefitscanada.com/archives_/benefits-canada-archive/2023-cap-member-survey-how-caps-are-evolving-to-address-changing-financial-priorities/ Fri, 11 Aug 2023 12:55:33 +0000 https://www.benefitscanada.com/?p=141784 With Canadians’ financial priorities shifting alongside a turbulent economic climate, including inflation levels not seen in decades and a never-ending rise in the cost of living, it isn’t surprising capital accumulation plan members’ commitment to retirement savings is taking a hit. Benefits Canada’s 2023 CAP Member Survey found just 41 per cent of respondents rated […]

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]]> New study explores how DB pension plan size impacts investment mandates, asset allocation https://www.benefitscanada.com/news/cir-news-news/new-study-explores-how-db-pension-plan-size-impacts-investment-mandates-asset-allocation/ Thu, 03 Aug 2023 15:00:07 +0000 https://www.benefitscanada.com/?p=141591 A new study looking at the implications of scale in defined benefit pension plans found size is key for several trends over time, including investment mandates, asset allocation and cost in returns. The research, ‘Scale Economies, Bargaining Power and Investment Performance: Evidence from Pension Plans‘ was recently awarded first prize in the International Centre for […]

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]]> 2023 DC Plan Summit: Tips for getting more retirement income with less risk https://www.benefitscanada.com/events/conference-coverage/2023-dc-plan-summit-tips-for-getting-more-retirement-income-with-less-risk/ Fri, 12 May 2023 12:44:42 +0000 https://www.benefitscanada.com/?p=137549 Even though it sounds obvious, maximizing retirement income and making it last for life isn’t what drives most retirees when it comes to making decisions — which is contributing to the challenges around decumulation, said Fred Vettese, an author and pension expert, during Benefits Canada‘s 2023 Defined Contribution Plan Summit. “The hurdles we have to […]

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]]> 76% of U.S. DC pension plan sponsors offering auto-enrolment: survey https://www.benefitscanada.com/pensions/cap/76-of-u-s-dc-pension-plan-sponsors-offering-auto-enrolment-survey/ Fri, 31 Mar 2023 13:00:38 +0000 https://www.benefitscanada.com/?p=135871 Three-quarters (76 per cent) of U.S. defined contribution pension plan sponsors say their plan offers automatic enrolment, according to a new survey by investment consulting firm Callan. The survey, which polled roughly 100 DC plan sponsors, found the vast majority used auto-enrolment for new hires, while far fewer offered this feature for current employees. Half […]

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]]> CAP member outcomes saw modest decline in Q2 as rising interest rates offset falling markets: report https://www.benefitscanada.com/pensions/cap/cap-member-outcomes-saw-modest-decline-in-q2-as-rising-interest-rates-offset-falling-markets-report/ Thu, 25 Aug 2022 13:06:07 +0000 https://www.benefitscanada.com/?p=125967 Capital accumulation plan member outcomes saw a modest decline in the second quarter of 2022, as rising interest rates and the corresponding rise in annuity rates helped offset the falling investment markets, according to Eckler Ltd.’s latest CAP income tracker. It found a typical male member retiring at the end of June 2022 achieved a […]

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]]> 2022 DC Plan Summit: Considering flexibility when implementing in-plan decumulation https://www.benefitscanada.com/pensions/cap/2022-dc-plan-summit-considering-flexibility-when-implementing-in-plan-decumulation/ Fri, 12 Aug 2022 12:46:14 +0000 https://www.benefitscanada.com/?p=125195 While defined contribution pension plan sponsors are focusing on providing members with information, education and guidance to ensure they’re ready for retirement, advice is becoming more holistic and covering a financial wellness continuum, said Jennifer Katzsch, regional vice-president for Western Canada, group retirement savings at Desjardins Insurance, during a session at Benefits Canada‘s 2022 DC […]

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