Carolyne and Rahim are joined by Marc-Antoine Morin from Manulife. Together they review the recommendations of the CAPSA guidelines and the importance of adhering to them. They finish by talking about what’s coming in 2026 and the implications of AI in plan governance.
What You Will Learn:
- How CAPSA guidelines have evolved in 2025
- How employers can best support employees while adhering to the guidelines
- Understanding what needs to be documented as part of the guidelines
- The role an advisor plays in helping employers adhere to the CAPSA guidelines
- The importance of cyber security
- The challenges offered by AI down the road
- What to expect from CAPSA guidelines in 2026
On this Episode:
- Carolyne Eagan, Benefits Alliance
- Rahim Peera, Penmore
- Marc-Antoine Morin, Manulife
Related Resources
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