Get the latest guidance on issues affecting your people and your plan.

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April 19, 2024

Rollout of Services Under the New Canadian Dental Care Plan

Canadian plan sponsors: Get details on the new Canadian Dental Care Plan (CDCP), including eligibility criteria, rollout, covered services and more.

Woman Analysing Data

February 16, 2024

After a Year that Upended Most Expectations, More Surprises May Lie Ahead

2023 upended expectations in the financial markets. Are there more surprises ahead in 2024? Get our insights in the February 2024 Investment Outlook.


November 27, 2023

Numbers Retirement Plan Sponsors Need to Know for 2024

2024 retirement plan limits and thresholds: Get the implications of the new maximums and thresholds in a convenient, at-a-glance comparison table.

Two Active Senior Men On Basketball Field Taking A Break From Sport Activity

September 13, 2023

2nd Ontario Consultation on a Permanent Framework for MEPPs

Ontario MEPP sponsors, prepare for big changes in governance, communication and funding as 2nd consultation on target benefit regulations unfolds.

Businesswoman Using A Laptop Computer In The Office

August 28, 2023

Investment Outlook: Glass Half Full or Glass Half Empty?

Looking at the investment picture for the rest of 2023, is the glass half full (soft landing) or half empty (recession)? Get our Investment Outlook.

Senior Adult Female CEO Makes A Serious Point During Meeting

July 24, 2023

Pension Benefits Standards Regulations Proposed Amendments

The Department of Finance has proposed significant changes to the Pension Benefits Standards Act and the Regulation for negotiated contribution plans.

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March 20, 2023

Ontario’s Consultation on a New Funding Regime for MEPPs

Ontario’s Ministry of Finance proposes regulations for implementing a permanent target benefit framework for Multi-Employer Pension Plans (MEPPs).

Businessman Standing At Window In Conference Room

March 20, 2023

"2023: The Year of the Rabbit” Investment Outlook

As tough as 2022 was for financial assets, it has set up a very positive starting point for 2023. Get our insights in our latest Investment Outlook.

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February 17, 2023

Ontario Drug Benefit Program Changes Biologics Coverage

Learn more about Ontario’s new policy on the use of biosimilars and see how this change might affect your plan.

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December 13, 2022

Q4 2022 Investment Outlook: “Gloomy and More Uncertain”

Given the gloom in 2022, it’s hard to imagine a scenario in which markets turn bullish this year.

Team Have Meeting

August 31, 2022

Q3 2022 Investment Outlook: Perspectives on a Challenging Year

We look at two behavioral theories and perspectives on a challenging year.

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March 16, 2022

2021 Corporate Governance Report

Get guidance on climate action plans, SPACs and PBCs.

Business Conference

March 7, 2022

Investment Outlook: What the Heck Happened to Our Punchbowl?

What happens when the Fed stops spiking the punch with fiscal stimulus? Will the longest-running party in history be over?

Asian Businesswoman Working On Global Communications

November 29, 2021

Q4 2021 Investment Outlook: The Global Economy on Edge

Given all the activity this autumn in the world of economics, politics and investing, it feels like we are on the edge of something, but it is unclear

Male Florist Arranging Roses

August 19, 2021

Q3 2021 Investment Outlook

The U.S. equity remains a solid performer. But the impact of COVID-19 resurgence creates a large unknown for equity markets outside the U.S.

Metal Factory Worker

July 8, 2021

Budget 2021 Imposes Restrictions for SMEPs

In its 2019 Budget, the government proposed changes to the Income Tax Act that would impact specified multi-employer pension plans (SMEPs).


July 7, 2021

Governance Update: July 2021 Pension News

This latest issue of Governance Update reviews news affecting pension plans.

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May 4, 2021

Model MEPP is now fully funded

During the first quarter (Q1) of 2021, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 103 percent.

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March 31, 2021

Build Vs. Buy Software: Which is Right For You?

Are your technology initiatives better implemented using Commercial Off-the-Shelf Software (COTS), or by building your own custom system?

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March 24, 2021

Ontario FSRA Guidance for Pension Plans

Our webinar discusses this new guidance and the impact it may have on your plan.

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March 17, 2021

New FSRA Guidance on Leading Practices for DB MEPPs

Learn more about the new guidance and what actions trustees should take regarding their plans.

Woman Looking Out The Window

February 23, 2021

Q1 2021 Investment Outlook: The Recycled Global Economy

Are we in the early stages of recovery after the pandemic or back to the late-stage environment we experienced in late 2019?

Construction Worker Reading Blueprints Working On Construction Designs

February 16, 2021

Funded Status of Model MEPP Returns to 2019 Level

During the last quarter (Q4) of 2020, the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 94 percent.

Woman Looking At Financial Charts

November 19, 2020

Q3 Investment Outlook Update: The Fed’s FAIT Accompli

Put recent market developments in perspective.

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November 12, 2020

Direction Q3 2020: Funded Status of Model MEPP Improved

Q3 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) increased to 89 percent.

Two Software Developers At The Office Working On A Project

October 1, 2020

Third-Party Cyber Risk: Looking at Partners' Cybersecurity

Your cybersecurity program is great. How about your business partners’ programs?

Past Future Workplace

September 15, 2020

The Future of Work is Now

The future of work requires new capabilities, new skills, and a new way of thinking. See how we can help your organization meet these demands.

Business People Wearing Face Masks At Work During COVID 19 Pandemic

August 20, 2020

Q2 Update to the 2020 Investment Outlook: A Shot in the Arm

Learn more about our global macroeconomic views and near-term performance expectations for specific asset classes.

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August 7, 2020

Wanted — Workers with Technical and Soft Skills

Digital transformations feed a growing demand for new-collar workers — individuals with both technical and soft skills.

Sander In Action Working At A Site

August 4, 2020

Direction Q2 2020: Funded Status of Model MEPP Unchanged

Q2 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) remained at 86 percent.

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July 22, 2020

July 2020 Governance Update

Governance Update reviews news affecting pension plans. Get the summary for July 2020.

No Justice No Peace

June 9, 2020

Senseless Acts

Read our CEO's statement on George Floyd, Ahmaud Arbery, Breonna Taylor, and the horrifying killings of so many others.

Worried Mature Woman Working Late At Home Looking At Her Phone

May 20, 2020

Direction Q1 2020: Funded Status of Model MEPP Falls

Q1 reports show the funded status of Segal’s model multi-employer pension plan (MEPP) dropped due to COVID-19.

Young Businesswoman Looking Stressed While Working On Her Laptop

May 20, 2020

Q1 Update to the 2020 Investment Outlook

This is the first quarterly update to our 2020 Investment Outlook.

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May 13, 2020

Why You Need an RFP for Your Benefits Administration System

Find the right system for your plan and benefits administration

Factory Workers Having A Discussion

March 13, 2020

How Multi-Employer Funds Should Talk about the Coronavirus

Read on to discover what you need to tell your participants about the ongoing pandemic.

Greeting An Advisor

February 10, 2020

How to Choose the Right TPA

Getting the third party administrator that's perfect for your plan begins with an effective request for proposal.

Seniors Enjoying The Weekend Together Walking In The Park

February 10, 2020

2020 Investment Outlook: The Nice House in the Forest

For most investors, the last decade was like a nice walk along a wooded and scenic trail that ended with double-digit equity returns for 2019.

Senior Man Doing Finances At Home

February 3, 2020

ASB Has Changed How Pension Plans Calculate Commuted Values

This briefing looks at Actuarial Standards Board changes to how pension plans calculate commuted values.

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December 31, 2019

Our Model Multi-employer Pension Plan Funded Status in 2019

Use our model plan to understand recent changes in a plan’s assets, liabilities and funded ratio, plus much more.

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December 11, 2019

HR Effectiveness Holds It All Together

Improving the operations of your HR department leads to a better, more efficient organization. Let us help.

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December 5, 2019

Strategy Execution Helps You Stick the Landing

The best plan in the world won't help your organization if you botch the execution. We'll help you succeed with strategy execution consulting.

Grandfather And Grandson Making Ship At Home

December 2, 2019

December 2019 Governance Update

Governance Update reviews news affecting pension plans. This issue identifies news from the provinces

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November 26, 2019

Retirement Plan Design — Your Most Important Benefit

You can't expect to have a successful retirement plan without top-notch design. Read on to find out how we can help.

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November 5, 2019

Retirement Plan Governance Protects Your People's Future

Our people will help you keep on top of new regulations and best practices to make sure your DC retirement plan remains safe.

Group having project meeting in design studio conference room

October 28, 2019

Actuarial Services—Forecast Plan Funding Requirements

Our actuarial services helps your organization build a sustainable retirement plan for all of your participants.

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October 17, 2019

Proper Talent Planning Makes Every Day Feel Like a Friday

Attracting the right people to your organization — and keeping them happy — solves more problems than you can imagine.

Senior Adult Woman In Consultation With Female Doctor

September 9, 2019

The Imminent End of Health and Welfare Trusts

The 2018 federal budget proposed phasing out health and welfare trusts.

Serious Diverse Young And Old Businesswomen Work Together On Laptop

June 29, 2019

Q2 Update to the 2019 Investment Outlook: Endgame

This is the second quarterly update to our 2019 Investment Outlook

two employees in discussion

April 13, 2019

Effective Performance Management — Helping Your People

Learn how we help organizations become better at getting the most from their people.

Woman Using A Laptop And Checking Finances At Home

April 8, 2019

April 2019 Governance Update

Governance Update reviews news affecting pension plans. This September issue identifies news from the provinces and some federal entities.

The Experts At Operating A Successful Coffee Shop

April 8, 2019

Q1 Update to the 2019 Investment Outlook: Intermission?

This is the first quarterly update to our 2019 Investment Outlook

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February 1, 2019

Protecting Your Pension Plans From Start to Finish

Your people will depend on their pension plans for decades of retirement living. Make sure you've built a plan that lasts.

Couple at public park

January 25, 2019

Defined Contribution Analytics Save Time, Money and Talent

How we saved an organization revenue and talent by vastly improving engagement with the group’s 401(k) plan.

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January 14, 2019

Workforce Analytics — Solving Problems

What you don’t know can hurt you. Find out how.

Colleagues Listening To Businessman In Meeting

January 7, 2019

Will Geopolitics Be a Major Factor for Markets this Year?

All signs point to yes.

three men of different ages in meeting

November 5, 2018

Succession Management Guarantees Your Organization's Legacy

We'll help secure your organization's future with our succession management consulting.

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September 27, 2018

Defined Contribution Plan Consulting Helps Protect Your People

Our team will help you build and maintain your defined contribution plan so both you and your people enjoy peace of mind about the future. 

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September 5, 2018

Total Reward Strategies — How to Keep Employees Hooked

Your organization is only as good as the people who work for it. Make sure your total rewards strategies bring in the right employees.

woman at work in factory

August 10, 2018

Career Growth Consulting Gives Your Organization a Path to Success

Help yourself by helping your people thrive in their careers at your organization.

two men engaging

July 30, 2018

Sales Force Effectiveness Can Make or Break Your Company

How we can raise your organization's sales force effectiveness to keep bringing in the business.

smart women in meeting

July 17, 2018

Pay For Performance: How To Get Your Money's Worth

Getting the most out of your people means making sure you're linking pay for performance

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