Home Kelsey Rolfe

2022 Top 40 Money Managers Report: The risks for DB, DC plan sponsors around alternative investments

When Saskatchewan’s Public Employees Pension Plan’s board introduced alternatives to its investment lineup in 2020 with an aim to improve the defined contribution plan’s risk-adjusted returns through diversification, it wasn’t its first time at the rodeo. The move came after 15 years of experience and comfort with alternatives through the PEPP’s defined benefit companion plan, […]

  • November 18, 2022 December 14, 2022
  • 08:54

2022 DCIF: Understanding sequence of returns risk in target-date funds

When defined contribution plan sponsors conduct due diligence on target-date fund providers, they’re often considering questions of active versus passively managed funds, the benefits of glide paths that glide to versus through retirement, strategic versus tactical funds and a provider’s approach to environmental, social and governance investing. But according to Sarah Donahue, director of consultant […]

  • October 17, 2022 October 14, 2022
  • 07:58

2022 DCIF: A look at target-date fund managers’ varying approaches to ESG investing

Responsible investing can drive stronger risk-adjusted returns and is increasingly being seen as a tool for prudent risk management, but defined contribution plan sponsors must understand target-date fund managers’ varying approaches to implementing environmental, social and governance factors into these funds. DC plan sponsors have myriad challenges to address when considering ESG investing options, including […]

  • October 17, 2022 October 14, 2022
  • 07:57

2022 DCIF: Best practices for incorporating sustainable investing into target-date funds

As greater numbers of defined contribution pension plan members ask for environmental, social and governance-friendly investment options, plan sponsors will need to grapple with how to implement these solutions into their target-date funds.  “From some studies that we’ve done, there’s definitely investor demand,” said Michael Greenberg, senior vice-president and portfolio manager at Franklin Templeton Investment Solutions, […]

  • October 17, 2022 October 14, 2022
  • 07:56

Webinar coverage: Combatting rising benefits plan costs with digital pharmacies, drug plan optimization

After living through a prolonged global pandemic, Canadian benefits plan sponsors are facing a professional environment that’s almost unrecognizable to pre-2020 years. The coronavirus pandemic affected employees at a personal level and is also being felt by employers and their workplace benefits plans, said Jason Kennedy, general manager of virtual pharmacy for TELUS Health, during […]

  • September 12, 2022 September 8, 2022
  • 09:00

2022 Tech Insights: Optimizing plan member outcomes with proactive medication assessments

A typical patient’s journey takes plan members from the doctor to the pharmacy for medication and then leaves them on their own. But employees’ lives aren’t static, with factors like age, mental and physical health, stress and activity level having the potential to impact how effectively those medications work, said Frederic Simard, co-founder and chief […]

  • May 10, 2022 May 9, 2022
  • 08:55

2022 Tech Insights: Using technology to build a competitive benefits plan

Employers are increasingly facing a tight labour market and need to compete for top talent with a stronger benefits offering. Using technology to compare offerings across insurance companies and other providers can ensure employers have a cost-competitive plan that speaks to employees’ needs, said Matt Lister, co-founder and chief executive officer at CloudAdvisors, during Benefits […]

  • May 10, 2022 May 9, 2022
  • 08:53

What do rising inflation, interest rates mean for pension de-risking?

After navigating the unpredictable markets of the past two decades, some defined benefit pension plan sponsors could be forgiven for wanting to seek out some certainty. But a new threat has emerged in the form of rapidly rising inflation and the possibility of rate increases after decades of persistent lows. The consumer price index increased […]

  • March 18, 2022 March 18, 2022
  • 08:56

What plan sponsors need to know about employees living with lupus

Lupus, a chronic but “invisible” autoimmune disease with no cure, is a life-altering diagnosis that impacts all areas of patients’ lives, including their work performance. But there’s plenty employers can do to support these employees and help them continue to thrive at work, said Leanne Mielczarek, executive director of Lupus Canada, during Benefits Canada’s 2022 […]

  • March 7, 2022 March 3, 2022
  • 07:58

Exploring the link between chronic physical, mental-health conditions

Chronic physical health conditions and anxiety and mood disorders are frequently co-morbid conditions, so it’s important for employers to understand the link and how to support staff in the workplace, said Deborah McLeod, clinical director at Carepath Inc., during Benefits Canada’s 2022 Chronic Disease at Work conference in February. People living with chronic physical health […]

  • March 7, 2022 March 3, 2022
  • 07:47