As a member of a pension or other retirement savings program, it’s important to stay up-to-date with what’s going on with your plan. Quarterly, semi-annual and annual plan statements provide key information to keep you updated and informed. Once you receive them, it’s important to review them. Here’s why: Statements have a lot of important, structured...
As seen on Benefits Canada. For any pension plan administrator looking for guidance around governance responsibilities, look no further than the Canadian Association of Pension Supervisory Authorities’ guideline No. 4. The guideline, which was originally published in 2004, offers a principles-based approach, recognizing there’s no one-size-fits-all solution...
When it comes to asking questions about planning for your retirement…who do you ask? If you have a corporate retirement savings plan, it is most likely offered through a record-keeper that provides a broad range of online support and information. The availability of this information is excellent to learn both broad concepts relating to savings and...
Jeff Gray, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about what to do with your pension heading into retirement. Click here to watch the video. Rob Carrick: Jeff, I’m retiring after years of contributing to my company pension, what do I do with the pension now? Jeff Gray: Well you probably have a good idea because...
Jeff Gray, VP at Proteus, chats with Rob Carrick of The Globe and Mail, on Carrick Talks Money, about how to gauge the health of your company pension. Click here to watch the video. Rob Carrick: Jeff, how do I tell how solid my company pension plan is? Jeff Gray: Well, two answers for two different types of pension plans. If you’re in a defined contribution...
We have joined the Financial Literacy Month (FLM) conversation to spread the word and raise awareness about the importance of financial literacy...because it pays to know! At Proteus we are all about educating and ensuring plan sponsors and members have a meaningful experience when it comes to understanding their pension plan and investments. We love...
Lewis Powell's - Consultant at Proteus - recent article featured on Canadian Investment Review. Being compensated for taking risk is the foundation of investing — but that idea is being challenged more and more every day as expected returns on risky-asset classes continue to fall. We know that exposing our assets to risk is necessary to earn the return...
Plans sponsors: if you haven’t comprehensively reviewed your statements of investment policies and procedures (SIPP) in a while, it may be time to refresh the document to ensure it correctly reflects the details of the plan and is in line with current regulations. For your next review, you should consider six important items. Read all about them in Michael...
The seventh video in our Proteus Viewpoint video series, Benchmarking: Are Your Investments Performing Well? Watch the video and read the below Q&A. When it comes to investing, what is a common mistake people make? Often, the benchmark used to evaluate the performance of the funds is not appropriate. For fiduciaries, benchmarks play an important role in...
