The PensionAdvisor - Articles and Publications
PensionAdvisor articles which appear in various publications are listed below.
Financial Executive Institute (FEI)
Dec 2021 Decumulation ready or not!
https://www.feicanada.org/cfo-resources/newsletters?id=4618&a=13
Jan 2022 What is good pension Governance
https://www.feicanada.org/cfo-resources/newsletters?id=4642&a=8
Feb 15, 2022 Target Date Funds - a potential legal mine field
https://www.feicanada.org/cfo-resources/newsletters?id=4689&a=10
April 6, 2020 Should a sponsor include a TFSA as part of a pension package?
https://www.feicanada.org/cfo-resources/newsletters?id=4722&a=13
Benefits Canada (Canadian Investment Review)
April 2021 Why decumulation is a challenge for CAPs
June 2020 Now is the time to fix capital accumulation plans
https://www.benefitscanada.com/pensions/cap/now-is-the-time-to-fix-capital-accumulation-plans/
Feb 2019 Sounding Board: Investment risk considerations for CAP sponsors
Oct 2018 Understanding CAP management fees
https://www.benefitscanada.com/expertpanel_/gerry-wahl/understanding-cap-management-fees/
Oct 2018 Understanding CPP’s shortcomings
https://www.benefitscanada.com/expertpanel_/gerry-wahl/understanding-cpps-shortcomings/
Sept 2018 Fees and fiduciary risk
https://www.benefitscanada.com/expertpanel_/gerry-wahl/fees-and-fiduciary-risk/
April 2016 The Trouble With Fee Disclosure in DC Plans
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-trouble-with-fee-disclosure-in-dc-plans/
Dec 2016 Why Solvency Reform Won’t Make It Better
https://www.benefitscanada.com/expertpanel_/gerry-wahl/why-solvency-reform-wont-make-it-better/
Jan 2016 Are You Ready for CAP Decumulation?
https://www.benefitscanada.com/expertpanel_/gerry-wahl/are-you-ready-for-cap-decumulation/
June 2015 Education Risk in CAP Plans
https://www.benefitscanada.com/expertpanel_/gerry-wahl/education-risk-in-cap-plans/
May 2015 The Dead Money Syndrome
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-dead-money-syndrome/
Mar 2015 CAPs: When less is more
https://www.benefitscanada.com/expertpanel_/gerry-wahl/caps-when-less-is-more/
Jan 2015 Expand OAS, Not CPP
https://www.benefitscanada.com/expertpanel_/gerry-wahl/expand-oas-not-cpp/
Dec 2014 Why It’s Time For a Fourth Pillar
https://www.benefitscanada.com/canadian-investment-review/cir-news/why-its-time-for-a-fourth-pillar/
April 2014 The Cost of PRPPs
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-cost-of-prpps/
April 2014 Is SRI Right For Pension Plans?
https://www.benefitscanada.com/expertpanel_/gerry-wahl/is-sri-right-for-pension-plans/
Mar 2014 Want a Perfect PRPP? Go Passive
https://www.benefitscanada.com/expertpanel_/gerry-wahl/want-a-perfect-prpp-go-passive/Feb
Feb 2014 PRPPs: Missing the Golden Opportunity
https://www.benefitscanada.com/expertpanel_/gerry-wahl/prpps-missing-the-golden-opportunity/
Jan 2014 The X-Factor in DC Plans
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-x-factor-in-dc-plans/
Aug 2013 GICs: Risky Business for CAPs
https://www.benefitscanada.com/expertpanel_/gerry-wahl/gics-risky-business-for-caps/
Feb 2013 Benchmark Bamboozle
https://www.benefitscanada.com/expertpanel_/gerry-wahl/benchmark-bamboozle/
Sept 2012 Why CAPs Should Get Passive
https://www.benefitscanada.com/expertpanel_/gerry-wahl/why-caps-should-get-passive/
June 2012 BC Puts Spotlight on Pension Governance
https://www.benefitscanada.com/expertpanel_/gerry-wahl/bc-puts-spotlight-on-pension-governance/
Feb 2012 DC Plans: Fatally Flawed
https://www.benefitscanada.com/expertpanel_/gerry-wahl/dc-plans-fatally-flawed/
Jan 2012 PRPPs: The Unintended Consequences
https://www.benefitscanada.com/expertpanel_/gerry-wahl/prpps-the-unintended-consequences/
Oct 2011 Canada’s “Safe Harbor” Rules
https://www.benefitscanada.com/expertpanel_/gerry-wahl/canadas-safe-harbor-rules/
Aug 2011 Converting from DB to DC?
https://www.benefitscanada.com/expertpanel_/gerry-wahl/converting-from-db-to-dc/
Aug 2011 Monitoring Your CAP Advisor
https://www.benefitscanada.com/canadian-investment-review/cir-news/monitoring-your-cap-advisor/
Aug 2011 Evaluating Your Record Keeper
https://www.benefitscanada.com/expertpanel_/gerry-wahl/evaluating-your-record-keeper/
July 2011 CAP Manager Fees and Performance
https://www.benefitscanada.com/canadian-investment-review/cir-news/monitoring-fees-in-your-dc-plan/
Jun 2011 The Impact of Fees on CAP Members
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-impact-of-fees-on-cap-members/
April 2011 Who Killed the DB Plan?
https://www.benefitscanada.com/expertpanel_/gerry-wahl/who-killed-the-db-plan/
Feb 2011 Sizing Up TDFs
https://www.benefitscanada.com/expertpanel_/gerry-wahl/sizing-up-tdfs/
Feb 2011 The Trouble With TDFs: More Conceptual Hurdles
Feb 2011 Target-Date Funds: The Conceptual Hurdles
https://www.benefitscanada.com/expertpanel_/gerry-wahl/target-date-funds-conceptual-hurdles/
Jan 2011 The Target Date Timing Bomb
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-target-date-timing-bomb/
Jan 2011 The Downside of PRPPs
https://www.benefitscanada.com/expertpanel_/gerry-wahl/the-downside-of-prpp/