This on-demand webinar is designed to help organizations understand what 's expected of them under CAPSA Guideline No. 3 to effectively manage their CAPs, and what to do to meet those expectations.
This webinar is essential for HR leaders, pension plan managers and business decision-makers who want to ensure their capital accumulation plans comply with current best practices. Gain valuable insights to optimize your plan management and ensure effective communication with your employees.
Key points of the webinar
- Guideline highlights: An overview of the key changes and why this update is crucial for CAP sponsors
- Stakeholder responsibilities: Understanding the roles and responsibilities of sponsors, service providers and participants under the new guidelines
- Practical implementation: Practical tips for integrating the new requirements into your existing processes, including governance, selection of investment options and participant education and communication
- Educational strategies: How to develop a continuous education strategy to improve decisions and outcomes for participants, particularly at different stages in their membership journey
- Supervision and evaluation: Techniques for effectively supervising your CAP, including evaluating service providers, investment options, and participant outcomes
