mutual funds – Benefits Canada.com https://www.benefitscanada.com Canada's most influential pension and benefits publication for decision-makers Mon, 15 Jul 2024 20:34:28 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.8 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 […]

The post 74% of U.S. DC pension plan sponsors to conduct plan fee review in 2024: survey appeared first on Benefits Canada.com.

]]> Value of Canadian equities marketplace drops 10% in 2023: report https://www.benefitscanada.com/canadian-investment-review/research-markets/value-of-canadian-equities-marketplace-drops-10-in-2023-report/ Tue, 19 Mar 2024 13:00:36 +0000 https://www.benefitscanada.com/?p=152330 The total value traded in Canada’s equities marketplace reached $4.2 trillion as at Dec. 31, 2023, a 10 per cent decline from the previous 12-month period, according to a new report by the Canadian Securities Administrators. It found Canada’s equities marketplace faced a challenging market environment in 2023 caused by higher interest rates and tighter […]

The post Value of Canadian equities marketplace drops 10% in 2023: report appeared first on Benefits Canada.com.

]]> 37% of U.S. employers say attraction, retention is No. 1 reason to offer non-qualified retirement plans: survey https://www.benefitscanada.com/pensions/retirement/37-of-u-s-employers-say-attraction-retention-is-no-1-reason-to-offer-non-qualified-retirement-plans-survey/ Thu, 17 Aug 2023 13:00:04 +0000 https://www.benefitscanada.com/?p=142295 More than a third (37 per cent) of U.S. employers that offer a non-qualified retirement plan say attraction and retention of key talent is their No. 1 reason for offering these plans, according to a new survey by WTW. The survey, which polled around 400 employers representing more than 7.5 million employees, found more than […]

The post 37% of U.S. employers say attraction, retention is No. 1 reason to offer non-qualified retirement plans: survey appeared first on Benefits Canada.com.

]]> 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 […]

The post 76% of U.S. DC pension plan sponsors offering auto-enrolment: survey appeared first on Benefits Canada.com.

]]> $13.5BN HSBC Canada Bank acquisition a win for pension plans, says RBC CEO https://www.benefitscanada.com/canadian-investment-review/cir-news/13-5bn-hsbc-canada-bank-acquisition-a-win-for-pension-plans-says-rbc-ceo/ Thu, 01 Dec 2022 17:00:24 +0000 https://www.benefitscanada.com/?p=130541 A deal for the Royal Bank of Canada to absorb HSBC Bank Canada for $13.5 billion is good news for pension plans, said Dave McKay, chief executive officer of RBC. “This is good for shareholders ⁠— which are largely pension funds ⁠— and that’s average Canadian pension funds,” said McKay during a conference call. The […]

The post $13.5BN HSBC Canada Bank acquisition a win for pension plans, says RBC CEO appeared first on Benefits Canada.com.

]]> Access to collective investment trusts will strengthen 403(b) retirement plans: report https://www.benefitscanada.com/canadian-investment-review/dc-investments/access-to-collective-investment-trusts-will-strengthen-403b-retirement-plans-report/ Wed, 06 Jul 2022 19:00:12 +0000 https://www.benefitscanada.com/?p=123913 U.S. employers offering 403(b) retirement plans will benefit from access to collective investment trusts, according to a report by the Defined Contribution Institutional Investment Association. It noted the latest version of the Securing a Strong Retirement Act passed the House in March and, if it passes through the Senate with language that allows institutional 403(b) […]

The post Access to collective investment trusts will strengthen 403(b) retirement plans: report appeared first on Benefits Canada.com.

]]> Transition to low carbon economy highlighting climate risks for pension plans: CAPSA https://www.benefitscanada.com/canadian-investment-review/strategies/transition-to-low-carbon-economy-highlighting-climate-risks-for-pension-plans-capsa/ Mon, 27 Jun 2022 13:00:00 +0000 https://www.benefitscanada.com/?p=123456 The potential impact of a disorderly transition to a low carbon economy is a top factor driving financial market regulators to accelerate and focus their efforts on climate-related risks, said Tamara DeMos, chair of the Canadian Association of Pension Supervisory Authorities’ environmental, social and governance committee and managing director of private pensions. Speaking during the […]

The post Transition to low carbon economy highlighting climate risks for pension plans: CAPSA appeared first on Benefits Canada.com.

]]> Retirement-age employees fear low interest rates, rising inflation will impact retirement income: survey https://www.benefitscanada.com/pensions/retirement/retirement-age-employees-fear-low-interest-rates-rising-inflation-will-impact-retirement-income-survey/ Tue, 19 Apr 2022 13:00:59 +0000 https://www.benefitscanada.com/?p=119712 More than half (61 per cent) of U.S. employees nearing retirement age believe low interest rates combined with rising inflation will make it difficult to create a retirement income stream that will last their lifetimes, according to a new survey by Global Atlantic Financial Group. It also found a quarter (24 per cent) of survey […]

The post Retirement-age employees fear low interest rates, rising inflation will impact retirement income: survey appeared first on Benefits Canada.com.

]]> Survey finds 29% of Canadians are concerned about inflation’s impact on retirement savings https://www.benefitscanada.com/pensions/retirement/29-of-canadians-concerned-about-inflations-impact-on-retirement-survey/ Mon, 24 Jan 2022 14:00:54 +0000 https://www.benefitscanada.com/?p=115176 Nearly a third (29 per cent) of Canadians expressed concern about the impact of rising inflation on their retirement savings, according to a new survey by the Royal Bank of Canada. It found concerns about inflation were highest among respondents aged 25 to 34 (40 per cent). In addition to inflation, which reached a 30-year […]

The post Survey finds 29% of Canadians are concerned about inflation’s impact on retirement savings appeared first on Benefits Canada.com.

]]> New longevity pension fund offers decumulation option for plan sponsors https://www.benefitscanada.com/canadian-investment-review/dc-investments/new-longevity-pension-fund-offers-decumulation-option-for-plan-sponsors/ Mon, 07 Jun 2021 13:00:28 +0000 https://www.benefitscanada.com/?p=101678 Purpose Investments Inc. is introducing a new longevity pension fund, which invests 50 per cent in equities and 50 per cent in fixed income. It can be incorporated into a defined contribution plan to provide plan members with an in-plan decumulation option, says Pat Leo, vice-president of retirement solutions at Purpose Investments, noting investors can redeem […]

The post New longevity pension fund offers decumulation option for plan sponsors appeared first on Benefits Canada.com.

]]>