Insights
Get the latest guidance on issues affecting your people and your plan.
October 28, 2024
Ontario's Permanent Framework for MEPPs
The Ontario Ministry of Finance has filed regulations for a target benefit framework for multi-employer pension plans (MEPPs) registered in Ontario.
August 12, 2024
Alberta Amends Calculation of PfAD That Applies to TBPs
See the new PfAD calculation for Alberta target benefit plans, including 4 factors trustees should consider to determine the supplementary percentage.
August 8, 2024
Amendments to the Pension Benefits Standards Act and Regulations
Amendments to the Pension Benefits Standards Act are now in effect, including a new funding framework and funding and governance policy requirements.
August 6, 2024
3rd Consultation on a Permanent Framework for Ontario MEPPs
Multi-employer pension plans: Read our overview of the Ontario Ministry of Finance’s proposed new funding benefit framework and conversion process.
July 29, 2024
Guidance on Pension Plan Amendments
The Financial Services Regulatory Authority of Ontario (FSRA) has released its final Pension Plan Amendments Guidance; get details and next steps.
July 25, 2024
Guidance on Information Technology Risk Management
The guidance includes seven practices for effective IT risk management and outlines the process for notifying FSRA in the event of an IT risk incident
July 3, 2024
Corporate Governance Developments in Canada
Our latest insight provides a recap of recent corporate governance developments in Canada. Learn what you can do to stay ahead of the curve.
April 19, 2024
Rollout of Services Under the New Canadian Dental Care Plan
Canadian plan sponsors: Get details on the new Canadian Dental Care Plan (CDCP), including eligibility criteria, rollout, covered services and more.
February 16, 2024
After a Year that Upended Most Expectations, More Surprises May Lie Ahead
2023 upended expectations in the financial markets. Are there more surprises ahead in 2024? Get our insights in the February 2024 Investment Outlook.
November 27, 2023
Numbers Retirement Plan Sponsors Need to Know for 2024
2024 retirement plan limits and thresholds: Get the implications of the new maximums and thresholds in a convenient, at-a-glance comparison table.
September 13, 2023
2nd Ontario Consultation on a Permanent Framework for MEPPs
Ontario MEPP sponsors, prepare for big changes in governance, communication and funding as 2nd consultation on target benefit regulations unfolds.
August 28, 2023
Investment Outlook: Glass Half Full or Glass Half Empty?
Looking at the investment picture for the rest of 2023, is the glass half full (soft landing) or half empty (recession)? Get our Investment Outlook.
July 24, 2023
Pension Benefits Standards Regulations Proposed Amendments
The Department of Finance has proposed significant changes to the Pension Benefits Standards Act and the Regulation for negotiated contribution plans.
March 20, 2023
Ontario’s Consultation on a New Funding Regime for MEPPs
Ontario’s Ministry of Finance proposes regulations for implementing a permanent target benefit framework for Multi-Employer Pension Plans (MEPPs).
March 20, 2023
"2023: The Year of the Rabbit” Investment Outlook
As tough as 2022 was for financial assets, it has set up a very positive starting point for 2023. Get our insights in our latest Investment Outlook.
February 17, 2023
Ontario Drug Benefit Program Changes Biologics Coverage
Learn more about Ontario’s new policy on the use of biosimilars and see how this change might affect your plan.
December 13, 2022
Q4 2022 Investment Outlook: “Gloomy and More Uncertain”
Given the gloom in 2022, it’s hard to imagine a scenario in which markets turn bullish this year.
August 31, 2022
Q3 2022 Investment Outlook: Perspectives on a Challenging Year
We look at two behavioral theories and perspectives on a challenging year.
March 16, 2022
2021 Corporate Governance Report
Get guidance on climate action plans, SPACs and PBCs.
March 7, 2022
Investment Outlook: What the Heck Happened to Our Punchbowl?
What happens when the Fed stops spiking the punch with fiscal stimulus? Will the longest-running party in history be over?
November 29, 2021
Q4 2021 Investment Outlook: The Global Economy on Edge
Given all the activity this autumn in the world of economics, politics and investing, it feels like we are on the edge of something, but it is unclear
August 19, 2021
Q3 2021 Investment Outlook
The U.S. equity remains a solid performer. But the impact of COVID-19 resurgence creates a large unknown for equity markets outside the U.S.
July 8, 2021
Budget 2021 Imposes Restrictions for SMEPs
In its 2019 Budget, the government proposed changes to the Income Tax Act that would impact specified multi-employer pension plans (SMEPs).
July 7, 2021
Governance Update: July 2021 Pension News
This latest issue of Governance Update reviews news affecting pension plans.
May 4, 2021
Model MEPP is now fully funded
During the first quarter (Q1) of 2021, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 103 percent.
March 31, 2021
Build Vs. Buy Software: Which is Right For You?
Are your technology initiatives better implemented using Commercial Off-the-Shelf Software (COTS), or by building your own custom system?
March 24, 2021
Ontario FSRA Guidance for Pension Plans
Our webinar discusses this new guidance and the impact it may have on your plan.
March 17, 2021
New FSRA Guidance on Leading Practices for DB MEPPs
Learn more about the new guidance and what actions trustees should take regarding their plans.
February 23, 2021
Q1 2021 Investment Outlook: The Recycled Global Economy
Are we in the early stages of recovery after the pandemic or back to the late-stage environment we experienced in late 2019?
February 16, 2021
Funded Status of Model MEPP Returns to 2019 Level
During the last quarter (Q4) of 2020, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 94 percent.
November 19, 2020
Q3 Investment Outlook Update: The Fed’s FAIT Accompli
Put recent market developments in perspective.
November 12, 2020
Direction Q3 2020: Funded Status of Model MEPP Improved
Q3 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 89 percent.
October 1, 2020
Third-Party Cyber Risk: Looking at Partners' Cybersecurity
Your cybersecurity program is great. How about your business partners’ programs?
September 15, 2020
The Future of Work is Now
The future of work requires new capabilities, new skills, and a new way of thinking. See how we can help your organization meet these demands.
August 20, 2020
Q2 Update to the 2020 Investment Outlook: A Shot in the Arm
Learn more about our global macroeconomic views and near-term performance expectations for specific asset classes.
August 7, 2020
Wanted — Workers with Technical and Soft Skills
Digital transformations feed a growing demand for new-collar workers — individuals with both technical and soft skills.
August 4, 2020
Direction Q2 2020: Funded Status of Model MEPP Unchanged
Q2 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) remained at 86 percent.
July 22, 2020
July 2020 Governance Update
Governance Update reviews news affecting pension plans. Get the summary for July 2020.
June 9, 2020
Senseless Acts
Read our CEO's statement on George Floyd, Ahmaud Arbery, Breonna Taylor, and the horrifying killings of so many others.
May 20, 2020
Direction Q1 2020: Funded Status of Model MEPP Falls
Q1 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) dropped due to COVID-19.
May 20, 2020
Q1 Update to the 2020 Investment Outlook
This is the first quarterly update to our 2020 Investment Outlook.
May 13, 2020
Why You Need an RFP for Your Benefits Administration System
Find the right system for your plan and benefits administration
March 13, 2020
How Multi-Employer Funds Should Talk about the Coronavirus
Read on to discover what you need to tell your participants about the ongoing pandemic.
February 10, 2020
How to Choose the Right TPA
Getting the third party administrator that's perfect for your plan begins with an effective request for proposal.
February 10, 2020
2020 Investment Outlook: The Nice House in the Forest
For most investors, the last decade was like a nice walk along a wooded and scenic trail that ended with double-digit equity returns for 2019.
February 3, 2020
ASB Has Changed How Pension Plans Calculate Commuted Values
This briefing looks at Actuarial Standards Board changes to how pension plans calculate commuted values.
December 31, 2019
Our Model Multi-employer Pension Plan Funded Status in 2019
Use our model plan to understand recent changes in a plan’s assets, liabilities and funded ratio, plus much more.
December 11, 2019
HR Effectiveness Holds It All Together
Improving the operations of your HR department leads to a better, more efficient organization. Let us help.
December 5, 2019
Strategy Execution Helps You Stick the Landing
The best plan in the world won't help your organization if you botch the execution. We'll help you succeed with strategy execution consulting.
December 2, 2019
December 2019 Governance Update
Governance Update reviews news affecting pension plans. This issue identifies news from the provinces
November 26, 2019
Retirement Plan Design — Your Most Important Benefit
You can't expect to have a successful retirement plan without top-notch design. Read on to find out how we can help.
November 5, 2019
Retirement Plan Governance Protects Your People's Future
Our people will help you keep on top of new regulations and best practices to make sure your DC retirement plan remains safe.
October 28, 2019
Actuarial Services—Forecast Plan Funding Requirements
Our actuarial services helps your organization build a sustainable retirement plan for all of your participants.
October 17, 2019
Proper Talent Planning Makes Every Day Feel Like a Friday
Attracting the right people to your organization — and keeping them happy — solves more problems than you can imagine.
September 9, 2019
The Imminent End of Health and Welfare Trusts
The 2018 federal budget proposed phasing out health and welfare trusts.
June 29, 2019
Q2 Update to the 2019 Investment Outlook: Endgame
This is the second quarterly update to our 2019 Investment Outlook
April 13, 2019
Effective Performance Management — Helping Your People
Learn how we help organizations become better at getting the most from their people.
April 8, 2019
April 2019 Governance Update
Governance Update reviews news affecting pension plans. This September issue identifies news from the provinces and some federal entities.
April 8, 2019
Q1 Update to the 2019 Investment Outlook: Intermission?
This is the first quarterly update to our 2019 Investment Outlook
February 1, 2019
Protecting Your Pension Plans From Start to Finish
Your people will depend on their pension plans for decades of retirement living. Make sure you've built a plan that lasts.
January 25, 2019
Defined Contribution Analytics Save Time, Money and Talent
How we saved an organization revenue and talent by vastly improving engagement with the group’s 401(k) plan.
January 14, 2019
Workforce Analytics — Solving Problems
What you don’t know can hurt you. Find out how.
January 7, 2019
Will Geopolitics Be a Major Factor for Markets this Year?
All signs point to yes.
November 5, 2018
Succession Management Guarantees Your Organization's Legacy
We'll help secure your organization's future with our succession management consulting.
September 27, 2018
Defined Contribution Plan Consulting Helps Protect Your People
Our team will help you build and maintain your defined contribution plan so both you and your people enjoy peace of mind about the future.
September 5, 2018
Total Reward Strategies — How to Keep Employees Hooked
Your organization is only as good as the people who work for it. Make sure your total rewards strategies bring in the right employees.
August 10, 2018
Career Growth Consulting Gives Your Organization a Path to Success
Help yourself by helping your people thrive in their careers at your organization.
July 30, 2018
Sales Force Effectiveness Can Make or Break Your Company
How we can raise your organization's sales force effectiveness to keep bringing in the business.
July 17, 2018
Pay For Performance: How To Get Your Money's Worth
Getting the most out of your people means making sure you're linking pay for performance
