Connect with us:  

George & Bell Perspectives.

You are viewing articles under the category “Pension and Investment”:

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values

January 13, 2020. Category: Group Benefits, Investment, Pension and Benefit Plans, Pension and Investment, Pension Plans, Retirement. Comments Off on Should I Take My Commuted Value? Interest Rates, Mortality Tables and Their Effect on Commuted Values.
Written by Rory O'Connor.

We are often asked by members whether or not they should take their commuted value as a lump sum payout upon termination. Read full entry

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans

December 16, 2019. Category: Benefits, Legislation, Pension and Benefit Plans, Pension and Investment, Pension Plans. Comments Off on New B.C. Defined Benefit Funding Rules and Single Employer Target Benefit Plans.
Written by Greg Heise.

Last week the B.C. government announced new defined benefit (DB) plan funding rules that take effect December 31, 2019. Some might say that these changes have been long overdue given that the past regime’s heavy focus on solvency is a main cause of DB plans being less prevalent in the private sector. Read full entry

Greg Heise Celebrates 25 Year Industry Anniversary

Greg Heise Celebrates 25 Year Industry Anniversary

June 1, 2018. Category: Anniversary, Consulting, Firm News, Pension and Investment. No Comments on Greg Heise Celebrates 25 Year Industry Anniversary.
Written by Greg Heise.

Today marks 25 years working in the Vancouver pension and investment industry, which is probably good cause for a little reflection. Read full entry