Retirement Plans

The content for the four e-learning courses listed below is taken from the Canadian Group Retirement Plans Primer course.

  The Retirement Landscape
This course provides a basic understanding of what retirement income needs are and how retirement plans work to meet these needs. You’ll learn the key characteristics of registered and non-registered plans, including defined benefit and defined contribution plans.

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  Employer-Sponsored Retirement Plans
Examining the benefits arising from a registered pension plan, this course examines various types of defined benefit registered pension plans and non-registered savings plans, as well as their advantages and disadvantages for employees and employers.

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  Retirement Plan Sponsor Responsibilities
This course reviews the significance of CAP Guidelines and CAPSA Guidelines for plan sponsors, plan members and insurers and highlights key differences between the two sets of Guidelines.

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Life Cycle of a Group Retirement Plan*
Life Cycle of a Group Retirement Plan outlines the insurer’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of CAP is examined from the perspectives of all parties involved in the group retirement plan—plan sponsor, insurer, plan advisers and plan members.

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We would like to acknowledge CLHIA and the member companies of CLHIA for sharing their vision and expertise in working with Dalhousie University and for their financial support to develop the courses.

​*This course is available to all individuals. It is however designed to complete the curriculum for those who work for a member company of the Canadian Life and Health Insurance Association (CLHIA) and need to meet the Proficiency Standards.