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Financial Education/Retirement Security

Toolkit

Financial Education/Retirement Security

Financial stress impacts productivity, job performance, ability to focus at work and staff turnover. Help your participants learn the basic tools, habits and behaviors needed to achieve financial goals. Find financial education and retirement security program support in the resources listed below.

E-Learning

Understanding Social Security

​Understanding Social Security

The impact of Social Security is far-reaching. Since its enactment in 1935, Social Security has become a primary means of funding retirement for many workers and their beneficiaries. This course is designed to help both employers and individual workers understand eligibility requirements, funding processes and ways to maximize benefits in anticipation of applying for Social Security or Social Security Disability Insurance (SSDI).

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Survey Results

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace wellness programs have grown to include benefits that address workers’ mental health, financial health, growth and purpose. Physical health-related offerings like flu shots and health risk assessments remain popular but the meaning of wellness initiatives has been expanding.

View Report

​Blogs

Quick Tips

Retirement 101

Retirement 101

Select from a defined benefit plan, defined contribution plan or a plan for public employees. Find out more about what each plan is, how much money you will get and when, different scenarios, and who pays for your benefits. This is the perfect tool to share with plan participants wanting to learn more about the power of their retirement plan.

Use Tool

Articles

Videos

Financial stress impacts productivity, job performance, ability to focus at work and staff turnover. Help your participants learn the basic tools, habits and behaviors needed to achieve financial goals. Find financial education and retirement security program support in the resources listed below.

E-Learning

Retirement Plan Sponsor Responsibilities

​Retirement Plan Sponsor Responsibilities

Retirement Plan Sponsor Responsibilities outlines the intent and application of the Capital Accumulation Plan (CAP) Guidelines and the Canadian Association of Pension Supervisory Authorities (CAPSA) Governance Guideline. It reviews the significance of CAP Guidelines and CAPSA Governance Guideline for plan sponsors, plan members and insurers and highlights key differences between the two sets of Guidelines. Steps taken by the plan sponsor, advisers and service providers when setting up, operating and terminating a CAP are reviewed.

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Webcasts

Pension Perspectives: Consensus Between Canadians and Businesses on Retirement Security

Pension Perspectives: Consensus Between Canadians and Businesses on Retirement Security

The Healthcare of Ontario Pension Plan (HOOPP) and Abacus Data released the 2022 Canadian Retirement Survey, which tracks Canadians’ views on the current economic climate, retirement preparedness, and the personal and societal impacts of retirement security. Complementing the views of working Canadians, HOOPP and Angus Reid Group recently released the 2022 Canadian Employer Pension Survey, which highlights the value that employers place on retirement benefits and pensions as they relate to staff recruitment, retention and productivity in a higher inflationary climate. This panel discussion features experts from two of the leading research firms in the country. David Coletto of Abacus Data and Demetre Eliopoulos of Angus Reid Group will each present their respective findings.

Watch Webcast

Survey Results

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace Wellness and Financial Education Programs: 2022 Survey Results

Workplace wellness programs have grown to include benefits that address workers’ mental health, financial health, growth and purpose. Physical health-related offerings like flu shots and health risk assessments remain popular but the meaning of wellness initiatives has been expanding.

View Report

​Blogs

Quick Tips

Retirement 101

Retirement 101

Select from a defined benefit plan, defined contribution plan or a plan for public employees. Find out more about what each plan is, how much money you will get and when, different scenarios, and who pays for your benefits. This is the perfect tool to share with plan participants wanting to learn more about the power of their retirement plan.

Use Tool

Articles

Videos

Ask an Information Specialist

Not finding what you’re looking for? We’ll do the digging for you on any benefits-related topic.
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