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  

                           https://www.benefitscanada.com/news/cir-news-news/expert-panel-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

                    ttps://www.benefitscanada.com/canadian-investment-review/dc-investments/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

                                 https://www.benefitscanada.com/expertpanel_/gerry-wahl/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/