Benefits 102: Fundamentals of Retirement Savings Plans

Webinar Recording (1.0 CPD Hour) | Original Broadcast Date: June 9, 2020

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Montridge Advisory Group Ltd.

Description: 
This webinar offers an overview of employer-sponsored retirement savings plans in Canada. Designed for employers who are considering the addition of retirement savings plans to their compensation strategy, as well as those who manage policies in their workload and would benefit from a greater knowledge of structure, design, taxability, and suitability.

This webinar will give an overview of: 
  • Canada’s regulatory environment & Government sponsored plans
  • The benefits to employers of group retirement plans
  • The various types of available Retirement Savings Structures
  • The taxability and suitability of each Structure
Who should attend: 
  • Benefit administrators, HR generalists, employers considering retirement plans, global employers who manage Canadian retirement plans.
Judith Mewhort
Judith Mewhort

Meet your instructor

Judith Mewhort BBA, CFP, CLU is the Managing Partner of Montridge Advisory Group Ltd., an independent employee benefits consulting firm which supports small and mid-sized businesses in caring for the physical, emotional, and financial well-being of their employees. Prior to helping found Montridge in 1997, Judith worked for one of Canada's largest insurers. During the early years of Montridge, she focused on providing financial planning and investment services with a focus on tax and estate aspects Today, she specializes in the areas of employee retirement plans, executive benefits and business continuation planning. She is a member of ISCEBS, CPBI, FPCanada (formerly the Financial Planners Standards Council), and the CLU Institute, and speaks on her topics of expertise to employer and HR groups. Judith is also an active member of several community groups.

 

Course Curriculum

Benefits 102: Fundamentals of Retirement Savings Plans
61:54

What's included?

1 Video
1 Survey
1 PDF
1.0