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Is Now the Time to Increase Allocation to Canadian Value Equities?

Diversifying Your Portfolio: A Commercial Mortgage Fund Primer

Beyond the Number$: How to Plan for a Happy, Healthy and Fulfilling Life After Work

May/June Articles Include:

Is Now the Time to Increase Allocation to Canadian Value Equities?

Diversifying Your Portfolio: A Commercial Mortgage Fund Primer

Beyond the Number$: How to Plan for a Happy, Healthy and Fulfilling Life After Work

Quick Look: The Financial Struggles of Young Adults

In the Know: Benefits Valedictorians

Canadian Legal & Legislative Report

Plans & Trusts is a bimonthly Canadian magazine providing an in-depth look at benefits issues and reviewing federal and provincial legal decisions and legislative developments.

Plans & Trusts is free to International Foundation members. If you’re not already a member, join today!

Search past issues in Foundation Publications Search.

Past Issues

March/April 2023

Articles include:

Inflation: How We Got Here, Where We Are Going and What It Means for Savings

by Gary Morris
The author details the effects of inflation and provides strategies to prepare plan participants for the inevitable impact inflation will have on their purchasing power and retirement prospects.
Is Volatility Risky?

by Stéphane Corriveau and Mario Lavallée
Economic fluctuations and financial uncertainty in recent years have increasingly challenged plan members. In ambiguous market conditions, plan sponsors can help participants balance desired benefit levels by explaining the critical differences between volatility and risk. The authors explore those differences and look at annualized volatility.
Apprenticeship Training to Close the Skills Gap: A Clear Path to Success

by Luke J. Steinke, Ph.D., and R. Lance Hogan, Ph.D.
The electrical training Alliance (etA) conducted a comparative study of its inside wireman apprenticeship curriculum to ensure that its programs are keeping pace with industry demands and better meeting the skill needs of the current workforce. Following the process used by etA may help apprenticeship program leaders strive for continuous improvement of an existing program.
Legal & Legislative Report
Printable Issue [PDF]

January/February 2023

Articles include:

Target Benefit Pension Plan Sustainability: Assessing and Managing the Challenges

by Jeff Bradley
Many plan administrators are concerned about the long-term viability of their pension plan due to aging plan demographics, investment return volatility and pensioner longevity as well as increased focus from regulators to adhere to best governance and risk management standards. The author examines the resources available to evaluate the long-term feasibility of the plan.
Why Decumulation Needs Your Attention Now

by Mark S. Yamada
Employees who have built up assets during their working years and are planning for retirement now face additional difficulties reliably replacing their incomes. The author examines factors that make this stage of an employee's financial life cycle particularly challenging, the importance of plan sponsors assisting members achieve their retirement security and the variety of alternatives for addressing it.
Family Mental Health and the Impact on the Workplace

by Judith Plotkin
Social exclusion, the closure of daycare centers and schools, and job insecurity combined to produce conditions at home and in the workplace that have never been seen before the first wave of the COVID-19 pandemic. The pandemic has had major effects on Canadian employees' mental health. Expanded roles in the workplace and increased caregiving responsibilities at home have left many overwhelmed. The author explores ways for employers and plan sponsors to offer crucial assistance.
Legal & Legislative Report
Printable Issue [PDF]

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