Defined Contribution and Capital Accumulation Plans Consulting Posts

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Rising cost of living and financial vulnerability of Canadians aged 50+

May 6, 2024
CAPit

Despite negative market returns, driven by a jump in annuity rates, Capital Accumulation Plan (CAP) member outcomes surged upward in the third quarter of 2023 ...

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An exciting addition to the Canadian decumulation landscape

February 21, 2024
CAPit

Despite negative market returns, driven by a jump in annuity rates, Capital Accumulation Plan (CAP) member outcomes surged upward in the third quarter of 2023 ...

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Eye on the prize: Outcome-focused decision-making critical to achieving lifetime retirement income

November 27, 2023
Insights

By Dianne Tamburro, Principal, CFA, Practice Leader, Defined Contribution Insights - November 2023 All views expressed are the author's own and do not necessarily reflect the ...

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How much is enough?

October 31, 2023
CAPit

Despite negative market returns, driven by a jump in annuity rates, Capital Accumulation Plan (CAP) member outcomes surged upward in the third quarter of 2023 ...

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Worry-free retirement

August 1, 2023
CAPit

Capital Accumulation Plan (CAP) member outcomes continued their march upward in the second quarter of 2023, driven by increasing annuity rates and positive equity market ...

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Retirement concerns weigh heavy in current economic environment

May 11, 2023
CAPit

In the first quarter of 2023, Capital Accumulation Plan (CAP) member outcomes remained relatively unchanged as positive market returns were offset by declining annuity rates. ...

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