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Transitioning from legacy retirement plan to a better program

How do I switch from my legacy retirement plan to a new plan?

New providers are disrupting Canada’s retirement industry, shaking up the status quo of high fees, needless complexity, and low innovation. More employers are seizing this opportunity to replace their legacy plan provider with a plan that delivers better outcomes for their team and value for their organization. Whether you’ve already decided to make the switch …

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Overwhelmed by investment choices

Workplace retirement plan investment choices: simplicity, not supermarkets

By Jim Keohane, Alex Mazer & Jonathan Weisstub Jim Keohane recently retired from the Healthcare of Ontario Pension Plan (HOOPP), where he served for 20 years as CEO and, before that, Chief Investment Officer. Under Jim’s leadership, HOOPP delivered the highest ten-year returns among global pension fund peers. While Jim was CEO, HOOPP and Common …

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