Unlocking Group Retirement Plan Success

About this episode

Experts discuss Canadian workplace retirement plans and the impact of financial wellness and digital engagement.

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 retirement plans, workplace savings, target date funds, digital engagement, financial wellness, Canadian pension system, plan design, member outcomes

People in this episode

Guests: Joe De Dominicis, Jackie Patel

Topics covered

• workplace retirement plans
• financial wellness
• plan design
• digital engagement
• member outcomes
• target date funds
• decumulation strategies

Keywords

• retirement plans
• workplace savings
• target date funds
• digital engagement
• financial wellness
• Canadian pension system
• plan design
• member outcomes

Mentioned in this episode

Organizations: Sun Life

Places: Canada

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