This episode features Sun Life experts Joe De Dominicis and Jackie Patel discussing Canadian workplace retirement plans, the importance of financial wellness, innovative plan design, and the impact of digital engagement on member outcomes. Gain insights into the latest trends, data from the Design for Savings report, and practical advice for employers and advisors.
What You Will Learn:
- Workplace savings plan design and trends
- Impact of digital engagement on member balances
- Success of Target date funds
- Decumulation strategies and challenges
Helpful Reference Links:
- Sun Life – Designed for Savings Report
- Sun Life – Group Member Mindsets, Motivations and Metrics Report
On this Episode:
- Carolyne Eagan, Benefits Alliance
- Rahim Peera, Penmore
- Joe De Dominicis, Sun Life
- Jackie Patel, Sun Life
Listen Now: BA Voice Episode #51:
Check out ALL BA Voice Episodes on:
