September isn't just a time for back-to-school for the kids, it's a time to start fresh with new goals and intentions. September is a great opportunity to take some time to review your retirement plans and goals! To help you determine if you’re on track to meet your financial and lifestyle goals for retirement, here are a few things to consider: What are...
As seen on Benefits Canada. The second article in a series examining some actionable ideas to help plan administrators meet the Canadian Association of Pension Supervisory Authorities’ guideline No. 4. Following on from the previous article, which looked at the first five principles of this guideline, this one will cover the next five. Principle 6:...
We are pleased to announce Proteus has ranked in the top decile for overall quality of investment consulting services in the 2017 Greenwich Associates Survey for 2017 U.S. and Canadian Institutional Investors Research. "The Proteus Team considers this a significant achievement,” said Peter Henry, President of Proteus. “It reaffirms the quality of...
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...
