CFE West Conference Presentation

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 …

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 …

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 …