CanadianSME Small Business Podcast

Navigating CAPSA’s current expectations for DC retirement plans

Episode Notes

Welcome to the CanadianSME Small Business Podcast! In this episode, we explore the impact of the new CAPSA guidelines on small business retirement and savings plans. These changes are crucial for small businesses looking to offer competitive benefits while maintaining compliance.

Our guest today is Bernadette Chik, Leader of the Defined Contribution (DC) Advisory Business and senior consultant at Mercer Canada. With over 20 years of experience in consulting and a CFA designation, Bernadette specializes in helping small and midsized organizations optimize their retirement plans. Her expertise provides valuable insights into how small businesses can navigate these guidelines.

Key Highlights:

A special thank you to Bernadette Chik for sharing her expertise on these vital updates and their implications for small business plan sponsors!

Shoutout to our sponsors for more information find their links below:

RBC: https://www.rbcroyalbank.com/dms/business/accounts/beyond-banking/index.html

UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA

Constant Contact: https://www.constantcontact.com/landing1/new-marketer?utm_campaign=canadiansme&utm_medium=sponsorlogo&utm_source=brand   

IHG Hotels and Resorts: https://businessedge.ihg.com/s/registration?language=en_US&CanSME

Google: https://www.google.ca/

Don’t forget to subscribe to the CanadianSME Small Business Magazine at www.canadiansme.ca for more insightful episodes that empower your entrepreneurial spirit!