Unlocking Group Retirement Plan Success

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: 1. Workplace savings plan design and trends 2. Impact of digital engagement on member balances 3. Success of Target date funds 4. Decumulation strategies and challenges Keywords: retirement plans, workplace savings, target date funds, digital engagement, financial wellness, Canadian pension system, plan design, member outcomes