On September 9, 2024, the Canadian Association of Pension Supervisory Authorities (CAPSA) released CAPSA Guideline No. 10 – Guideline for Risk Management for Plan Administrators (the “Risk Management Guideline”) to consolidate approaches to pension risk …
On September 9, 2024, the Canadian Association of Pension Supervisory Authorities (CAPSA) released two guidelines: Updated CAPSA Guideline No. 3 – Guideline for Capital Accumulation Plans (the “Guideline”); and New CAPSA Guideline No. 10 – …
Following up on announcements made in its 2023 budget, the Federal government passed legislation which received royal assent on June 20, 2024 which will exempt fees paid on or after March 28, 2023 for securing …
George & Bell Consulting has been recognized in the inaugural Benefits and Pensions Monitor Top Consultants, a comprehensive roundup highlighting our industry’s best. Benefits and Pensions Monitor (BPM) conducted a research study to identify and …
On June 20, 2024, in a fortunate turn of events, the Government of Alberta adopted long-awaited changes to the calculation of the Provision for Adverse Deviation (PfAD) applicable to target benefit provisions under pension plans …
On April 16, 2024, the federal government delivered its 2024 federal budget (“Budget 2024”), titled “Fairness for Every Generation”. Although Canada currently is governed by a minority Liberal government, their previously announced “confidence and supply” …
George & Bell Consulting hosted more than 150 people at the 19th Annual Future Investment Policy Decisions conference on January 25th at the Vancouver Convention Centre. The event was information-packed and intended to help our …
In the current economic environment, which fluctuates between cautious optimism and pragmatic risk aversion, investors are increasingly recognizing the importance of evaluating investment performance over economic cycles. More so, these investors are having to question …
As we approach National Truth & Reconciliation Day, observed on September 30th, George & Bell wanted to acknowledge the significance of Indigenous Peoples and their cultural and historical significance in Canada. Our goal as a firm …
Dear Trustees and Industry Colleagues: I hope you enjoyed our recent Future Investment Policies Decisions meeting. As part of the reception to mark my retirement, I had prepared some comments, including an important “Thank you” …
