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October 2024

Navigating CAPSA’s New Guidelines

As the retirement space evolves, the recent updates to Canadian Association of Pension Supervisory Authorities (CAPSA) guidelines bring important changes for plan sponsors. Watch this video to find out how these updates affect governance and service provider responsibilities and more, providing actionable insights for plan sponsors.

SPEAKERS

Kathryn Bush*
Retired Partner, Blake, Cassels & Graydon LLP

Nick DeLisi, CIM
Relationship Director – Institutional Relationship Management, MFS

With the recent release of the updated CAPSA guidelines No. 3, it’s more important than ever to stay informed on how these changes could impact Capital Accumulation Plans (CAP) and retirement strategies. 

To help you stay informed, watch our session from this year’s DC Symposium, recorded in June. In anticipation of the new guidelines, our panel discussed key updates and their implications.

Watch the session now to gain insights on

  • expanded plan sponsor responsibilities, including the supervision of service providers
  • new governance framework requirements tailored to the size and complexity of your plan
  • opportunities for service providers to take a more active role
  • CAPSA's limited guidance on decumulation, despite its growing importance
Navigating CAPSA’s New Guidelines
Transcript

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*MFS nor its subsidiaries are affiliated with Kathryn Bush or Blake, Cassels & Graydon LLP

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