A Case Study in Pension Innovation

June 5th, 2024

Today, some US policymakers are asking “how can we boost pensions in the private sector to improve retirement income security?” Our neighbors to the north can offer examples in how they have been able to expand coverage with significant innovations. On June 5th, 2024, Lilach Frenkel, Director of Product Innovation at CAAT joined NIRS Executive Director Dan Doonan to discuss CAAT’s journey to offer a fixed cost-DB plan to employers in Canada, minimize employer pension administration and oversight, avoid balance sheet and liability risks, improve retirement income security for Canadians, and create a plan with diverse employers and sectors.