Capital Accumulation Plans (CAP) encompass DC pension plans
In today’s evolving regulatory landscape, managing Capital Accumulation Plans (CAPs) and defined contribution (DC) plans presents unique challenges for HR and finance professionals. Effective governance and risk management are crucial to ensuring positive outcomes for DC plan members. At Mercer, with Canada’s largest DC consulting team, we understand these complexities and are here to help you navigate them.
Our video dives into the core issues surrounding DC plan management, emphasizing the importance of staying informed about regulatory changes. As regulations evolve, organizations must adapt their governance frameworks to align with regulatory expectations and protect the interests of their plan members.
By partnering with Mercer, you gain access to data, insights and legal expertise that can help you enhance your retirement programs. Our team of experts help you pinpoint essential questions about your plan and develop strategies that align with your organizational goals. We provide tailored solutions that help you keep pace with evolving regulatory expectations and foster better member outcomes.
Watch our video to explore the challenges and strategies related to managing DC plans, and discover how Mercer can aid in bolstering your governance framework. Together, we can ensure that your retirement programs are effective, compliant, and beneficial for all stakeholders involved.
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1 June 30, 2024. The assets under advisement data (AUA Data) reported here include aggregated assets under advisement for Mercer Investments LLC [and its affiliated companies globally (Mercer)]. The AUA Data has been derived from a variety of sources, including, but not limited to, third-party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data sourced from third parties in compiling the AUA Data. Where available, the AUA Data are provided as of the date indicated (the Reporting Date). To the extent information was not available as of the Reporting Date; information from a date closest in time to the Reporting Date, which may be of a date more or less recent in time than the Reporting Date, was included in the AUA Data. The AUA Data include assets of clients that have engaged Mercer to provide ongoing advice. Global AUA includes clients that have engaged Mercer to provide project-based services at any time within the 12-month period ending on the Reporting Date, as well as assets of clients that subscribe to Mercer’s Manager Research database delivered through the MercerInsight® platform as of the Reporting Date.
2 December 31, 2024. The assets under management data (the AUM Data) reported here include aggregated assets for which Mercer Investments LLC [and its global affiliates] provide discretionary investment management services as of the dates indicated. With respect to certain commitment-based private funds managed by Mercer Investments LLC or its global affiliates, the AUM data includes committed but uncalled capital, which may also be reflected in client assets otherwise managed by Mercer Investments LLC or its global affiliates. The AUM Data reported here may differ from regulatory assets under management reported in the Form ADV for Mercer Investments. For regulatory assets under management, please see the Form ADV for Mercer Investments which is available upon request by contacting Compliance Department, Mercer Investments 99 High Street, Boston, MA 02110.
3 September 30, 2024
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