Plans & Trusts: May/June 2025

Articles Include:
- A Roadmap for AI in Employee Benefit Plans
- Striving for Consistency in Pension Plan Financial Reporting
- Pension Plan Design Change—Case Studies and Lessons
- Legal & Legislative Report
Additional Articles
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Striving for Consistency in Pension Plan Financial Reporting
David Veld
As the multifaceted challenges of pension plan investments have grown, the need for uniformity in accounting standards has become even more essential. The author delves into the updated practices necessary to address gaps and inconsistencies to improve financial reporting for decision makers and the plans they serve. -
Pension Plan Design Change—Case Studies and Lessons
Tom Vincent
The BC Public Service Pension Plan changed its design to unlink from the Canada Pension Plan and to preserve the balance between contributions and benefits. The author explores the change process and lessons learned.
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