Checking the boxes on the CAPSA Guidelines

About this episode

The episode discusses the CAPSA guidelines, their evolution, and the implications of AI in plan governance.

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

People in this episode

Hosts: Carolyne, Rahim

Guest: Marc-Antoine Morin

Topics covered

• CAPSA guidelines
• plan governance
• AI implications
• cyber security
• employer support
• documentation requirements

Keywords

• CAPSA guidelines
• Manulife
• AI
• cyber security
• employer support
• documentation
• 2026

Mentioned in this episode

Organizations: Manulife, CAPSA

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