CAPSA Timeline
Benefits Alliance Members work with over 10,000 organizations in Canada that provide benefits to more than 500,000 Canadians. These member advisory firms have helped employer benefit plan sponsors to set up, fund and manage a comprehensive benefits plan for their employees, at considerable cost.
Benefits Alliance is an industry advocate promoting professionalism and excellence in client service, and from a policy perspective, we want to ensure that all Canadians receive the best advice available. Our mission is to represent the best interests of our clients and their employees. We are committed to continuing education and professional development to ensure our members provide the highest standards of service and excellence.
Understanding the Significance of the Updated Capital Accumulation Plan Guidelines
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
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
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 No. 3
We believe that CAPSA Guidelines should recognize the DEI issue in their requirements for plan sponsors to consider. If we aren’t comfortable leading the change, consider how uncomfortable it will be for any visible minority and/or marginalized community to do so.
For more information please contact:
Carolyne Eagan
President, Benefits Alliance
Todd Stephen
Advocacy Committee Chair, Benefits Alliance