plan wind-up

January 17, 2017

De-risking in 2017

The last decade has seen much written and discussed about de-risking and in fact as I look back I started seeing this discussion emerge twenty years […]
January 3, 2017

It’s January 3, 2017 – let’s start the year off with some good news

With 2016 now in the past, it is time for pension plan sponsors to take stock and plan for 2017. Solvency position at December 31, 2016 […]
November 27, 2015

Are Annuities the Answer?

When I started writing about three years ago, one of the first topics on my list was to discuss annuities and the merits of these financial […]
July 28, 2014

De-risking Part II

Eighteen months ago I wrote a commentary on the subject of de-risking.  I was careful to remind clients that we do not give investment advice.  I […]
January 15, 2014

The Classic Mortgage vs RRSP Debate

As we waive goodbye to 2013 and get busy with the day-to-day of 2014, the lucky ones among us have some free cash.  At this time […]
January 2, 2014

It’s January 2, 2014 – How Good Is It?

What a difference a year makes!  Last year I updated readers on the mediocre year we had in 2012 for gaining ground in funding defined benefit pension […]
January 2, 2013

It is January 2nd, 2013 – How Bad Is It?

It is January 2, 2013….many are focused on New Year’s resolutions, others on their long to-do list for 2013, and for a few – just on […]
August 27, 2012

Annuities

Annuities are an invaluable tool for financial planning.  Unfortunately they are not well understood or well liked by many.  I am writing to first explain their […]