Risk Management

July 6, 2020

Mid-Year Update and the Case for an Early Valuation

For sponsors of defined benefit pension plans, the first half of 2020 has been interesting, to say the least.  When the COVID-19 pandemic first started to […]
June 22, 2020

Population Aging and Investing

Some of my readers like my submissions that are industry focused: commuted values, saving for retirement, etc.  Other readers like when I leave the trusted path […]
May 25, 2020

Risk Analysis in Valuation Reports – FSRA’s Looking for More

In recent weeks, FSRA has caused a bit of a stir in the actuarial community with their recent guidance on the contents in an actuarial valuation […]
May 13, 2020

Dear PIAC – We are Here to Help

The May 8, 2020 letter from the Pension Investment Association of Canada (PIAC) to the Commissioner of the Competition Bureau hit my desk this morning.  Thanks […]
January 3, 2020

Looking Back on 2019, and Looking Ahead in 2020

It is again that time of year, when pension plan sponsors take stock of their experience in 2019 and make plans for 2020. What happened in […]
October 15, 2019

What can DB Sponsors Expect at Year-end?

As we enter the fourth quarter of 2019, it is worthwhile for pension plan sponsors to review their plan’s recent investment performance and current funded status, […]
September 17, 2019

BC Pension Funding Consultation – Why can’t we all get along?

Last month, while many of us were on vacation, the British Columbia government continued their consultations on their pension funding framework by publishing a report from […]
March 26, 2019

The 2019 Federal Budget – New Policy Initiatives Could Provide Canadians With More Flexibility

The 2019 Federal Budget that was released last week includes a few proposals that could dramatically change the landscape for retirement savings in Canada.  With the […]
August 27, 2018

CAAT DBplus – A Step in the Right Direction

There is an interesting development in the Canadian pension landscape that has the potential to be a real game changer.  Earlier this year, the CAAT Pension […]
June 19, 2018

Discharge Upon Annuity Purchase

On July 1, 2018, Section 43.1 of the Ontario Pension Benefits Act comes into effect, providing Administrators’ of single-employer defined benefit pension plans with the ability […]
January 31, 2017

Updated CAPSA Guideline No. 4: Pension Plan Governance

Are your pension plan governance processes as good as they can be?  Are you following the governance practices that you’ve established?  Do you even know how […]