On February 19th I co-presented at the Canadian Foundations and Endowment Forum, also known as CFE West. This two-day forum brought together executives in the foundation and endowment areas to share their thoughts on the topics affecting the …
CPP Enhancement: The Debate Takes Centre Stage
See below for the link to Jeremy’s article published in the January/February issue of Plans and Trusts. CPP Enhancement – The Debate Takes Centre Stage
CIA Proposes Update to Mortality Table for Commuted Values
The Canadian Institute of Actuaries recently released an initial communication proposing to change the mortality table used for calculating commuted values. We investigate the impact of this change on defined benefit pension plans. Click the …
Thoughts on CPP Expansion – video
While at the recent International Foundation’s Canadian Annual Employee Benefits Conference in Calgary I shared some thoughts from my session on CPP Expansion. Click here for video
Pacific Business and Law Institute Presentation
I will be presenting An Actuarial Primer for Trustees and Administrators at the Pacific Business and Law Institute’s 21st annual Essential Tasks of Pension and Benefit Plan Trustees on February 25, 2015. This conference is …
Brendan George’s Presentation on Alberta’s Bill 9
On June 3rd Brendan George presented to the Alberta Government’s Standing Committee on Alberta’s Economic Future. Brendan was part of a panel of experts commenting on Bill 9. The other panelists were Murray Gold, Jim …
George & Bell in the News
A recent study commissioned by the Alberta Federation of Labour on Alberta’s public sector pension plans has received some ink in the media in the last week. Here is a link to the press release …
Happy New Year
We are a few days into 2014 and for some people this means reflecting back at the year that was and anticipating the year ahead and beyond. Personally 2013 was a year of change for …
Is There a Pension Crisis After All?
Last week, the Fraser Institute released and then withdrew a study, Canada’s $254 Billion Iceberg: Public-Sector Pension Liabilities, on Canadian public sector pension plans. From the news releases, one can piece together the argument: federal …
Socially Responsible Consulting
Pension plans, benefit plans, foundations and endowments are well aware of Responsible Investing (RI). RI is an investment strategy that integrates environmental, social and governance (ESG) factors in addition to financial factors, and its acceptance …