CAPSA

Benefits Alliance provides updates and interacts with he Canadian Association of Pension Supervisory Authorities (CAPSA) on behalf of our members.

What we been working on with CAPSA

Nearly 4 out of 5 adult Canadians have access to pharmaceutical coverage through public or private plans, a large portion of which is insured coverage through employee benefits plans. Our member advisory firms and the employer benefit plan sponsors they work with, are key stakeholders in this important discussion to help provide for sustainable, universal access to affordable drug coverage for all Canadians.

Advisory Framework for 2024 CAP guidelines

May, 2025

The Benefits Alliance Group Retirement Committee has produced a client friendly fillable PDF to help advisors have a framework to guide discussions with plan sponsors. Get the document by downloading this tool. Note this is a guide only and each client’s needs must be considered by the advisor.

Understanding the Significance of the Updated Capital Accumulation Plan Guidelines- A Comprehensive Guide for Plan Sponsors

October, 2024

The Capital Accumulation Plan (CAP) Guidelines, a crucial tool for sponsors, administrators, advisors/consultants and service providers in managing CAPs, have undergone a significant update in September 2024. Get the summary by downloading this guide from Benefits Alliance.

CAPSA Guidelines Update from FSRA

September, 2024

David Bartucci gives Benefits Alliance members a presentation on “CAPSA’s Capital Accumulation Plans Guideline: An Overview, and Insights on How Regulators Will Apply” at Connect 2024 in Nashville

The Impact of CAPSA Guidelines for Advisors and their Clients

December, 2023

In this episode of the Benefits Alliance Voice, Carolyne Eagan and Rahim Peera are joined by Jonathan Weisstub and Alex Mazer of ⁠Commonwealth⁠. The conversation revolves around the current CAPSA guidelines and the impact of the coming changes.

Submission to CAPSA Guidelines #3

August, 2022

We are highly selective in who qualifies to join BA, and prospective firms are peer nominated. Given the important role that Group Advisors play in the lives of all Canadians from coast to coast only the best Group Advisors who are committed to the highest levels of professionalism are invited into our membership.

We welcome the opportunity to provide comments on the CAPSA Guidelines No. 3 – Guidelines for Capital Accumulation Plans.