CPBI Library

Returning to work after an illness or injury can be a challenging process for both employees and employers. According to the Healthy Returns report by Sun Life and Ipsos, 90% of people managers would value additional training to help them manage the return-to-work process. 47% of employees felt stigmatized at work for having been on disability leave. A similar number also felt isolated and alone during their return. And just 44% of employees who had returned to work had an accommodation plan. That's why having a strong reintegration plan for employees returning to work is essential. Download (PDF, 3.38 MB)

The digital revolution has fundamentally reshaped society, transforming how we live, work, and interact. Nearly every experience has been transformed by the meteoric rise of digital technologies. Financial services is no exception - what was once anchored in paper statements has rapidly shifted online. Download (PDF, 1.06 MB)

Industry Focus offers a deeper dive of our group plan members and sponsors within 18 industries as well as small businesses. It’s a benchmarking resource for Sponsors looking to adapt their CAPs to keep pace with broader trends within and across industries. Among the highlights are key data-points relating to contributions, investment choices and decumulation outcomes. Download (PDF, 4.28 MB)

A guide to help you learn more about Decumulation support at Sun Life Download (PDF, 3.19 MB)

The survey draws on the perspectives of 265 managers from across Canada, the United States and Europe, painting a picture of how their firms are implementing change. Download (PDF, 7.8 MB)

Collection of sessions' recordings from the CPBI FORUM 2022 in Montreal. Available for CPBI members and for FORUM 2022 delegates. Please login from the top left corner of the screen to access the recordings

Despite many strides in achieving women’s equity, a gender health gap still exists. A long history of inadequate recognition and support of women’s health is still impacting women today – including in the workplace. Our new Bright Paper report helps raise awareness of women’s health and highlights important opportunities employers have to better support women in their workplaces. Download (PDF, 1.59 MB)

Many organizations are looking to expand their diversity, equity and inclusion (DE&I) initiatives. It’s not just the right thing to do, it’s good for business. Diverse organizations have an advantage in attracting and retaining talent, are more innovative and are stronger financial performers. Employers are taking many actions to embed DE&I into their workplaces. However, benefits plans have largely been left out of the DE&I conversation. Until now. In February 2022, we partnered with Ipsos to conduct a national survey of 2,313 working people across a broad range of diverse communities. We wanted to learn how members of diverse groups perceived and valued group benefits. We also wanted to identify opportunities for benefits plans to better meet their needs. Here are some key highlights of what we found. Download (PDF, 4.7 MB)

Copy and paste the following link to your browser to access: https://plus.telushealth.co/blogs/health-benefits/en/2022-drug-data-trends-national-benchmarks-report/ Download (JPG, 1.62 MB)

As an investment manager, the importance of optimizing foreign withholding tax (WHT) relief and recoveries cannot be overstated. Reducing tax drag has an appreciable effect on investment performance, especially when refunds are recovered quickly and reinvested over an extended period. However, the increased complexity and volume of documentation required by international tax authorities has imposed serious challenges on investors trying to prove their eligibility for more preferential tax rates. Arguably, there is no single group of investors impacted more by these challenges than pension funds....

With an increasing number of public and private drug plans implementing biosimilar transition policies, Pfizer wants to ensure that plan sponsors, consultants and carriers have tools “at their fingertips” to assist with the implementation or recommendation of a biosimilar transition policy. These resources were compiled based on explicit need from a broad cross section of private sector stakeholders obtained via interviews, workshops and webinars

This folder contains session presentation from CPBI Pacific events. Some of the presentations will be available for download after the event by registered attendees only.

RBC Investor & Treasury Services’ fourth annual survey of Canadian defined benefit pension plans, conducted in November of 2020, reflects the perspectives of 122 pension plans from across the country. Download (PDF, 1.31 MB)

***Please note that you need to log into the CPBI website before you can see the videos. If you click on the link without logging in, you won't see anything. **************************************************** ***Prenez note que vous devez ouvrir une session sur le site de l’ICRA avant de pouvoir voir les vidéos. Si vous cliquez sur le lien sans ouvrir une session, vous ne verrez rien.

***Please note that you need to log into the CPBI website before you can see the documents. If you click on the link without logging in, you won't see anything. **************************************************** ***Prenez note que vous devez ouvrir une session sur le site de l’ICRA avant de pouvoir voir les documents. Si vous cliquez sur le lien sans ouvrir une session, vous ne verrez rien.

Copies of presentations delivered in Manitoba. Login is required

The CPBI Atlantic Regional Conference enjoys an expanding reputation for being informative, relevant, entertaining and well attended. Our always popular event celebrated its 15th anniversary, with record attendance, in scenic Prince Edward Island. Collection of presentations from the 2019 Atlantic Regional Conference. Available to conference delegates only. Log-in required.

FORUM 2019 Presentations are now available for FORUM attendees. Login is required to view and download the presentations.

Collection of sessions' recordings from the CPBI FORUM 2019 in Vancouver. Available for CPBI members and for FORUM 2019 delegates. Please login from the top left corner of the screen to access the recordings

Log-in Required. A collection of presentations from the CPBI Saskatchewan 2019 Regional Conference. Available to conference delegates only.

Collection of presentations from the 2018 Regional Conference. Available to conference delegates only. Log-in required.

Collection of sessions' recordings from the CPBI FORUM 2018 in Quebec City. Available only for FORUM 2018 delegates. Please login from the top left corner of the screen to access the recordings

FORUM 2018 Presentations are now available for FORUM attendees. Login is required to view and download the presentations.

Log-in Required. A collection of presentations from the CPBI Saskatchewan 2018 Regional Conference. Available to conference delegates only.

2017 Ontario Regional Conference

Collection of presentations from the 2017 Regional Conference. Available to conference delegates only. Log-in required.

Collection of sessions' recordings from the CPBI FORUM 2017 in Winnipeg. Available only for FORUM 2017 delegates. Please login from the top left corner of the screen to access the recordings

Presentation from FORUM 2017 sessions available only for FORUM attendees - remember to login in to view the files.

Log-in Required. A collection of presentations from the CPBI Saskatchewan 2017 Regional Conference. Available to conference delegates only.

Log-in Required. A collection of presentations from the CPBI Saskatchewan March 2017 Benefits, Beyond the Basics seminar. Available to seminar delegates only.

Collection of presentations from the 2016 Regional Conference. Available to conference delegates only. Log-in required.

Recordings of FORUM 2016 sessions that took place in Ottawa May 15-18. Recordings are available for those who attended the conference. You need to login in order to view and access the recordings

Login Required - FORUM 2016, presentations available to FORUM 2016 attendees only

Log-in Required. A collection of presentations from the CPBI Saskatchewan 2016 Regional Conference. Available to conference delegates only.

Collection of presentations from the 2015 Regional Conference. Available to conference delegates only. Log-in required.

Sessions Recordings from the CPBI FORUM 2015, New York City - Recordings are available to CPBI members with active membership | Enregistrements du FORUM 2015 - Disponibles pour les membres et participants

Login Required - A collection of presentations from the CPBI FORUM 2015. Available to FORUM attendees. Ouverture de session exigée - Une bibliothèque des présentations du FORUM 2015 de l'ICRA. Les présentations sont disponibles aux participants de la conférence.

Login Required - A collection of presentation from the CPBI National Webinar Series. Available for CPBI members and attendees Ouverture de session exigée - Une bibliothèque des présentations des webinaires nationaux de l'ICRA. Les présentations sont disponibles pour les participants et les membres de l'ICRA.

Login Required - A collection of presentation from the CPBI National Webinar Series. Available for CPBI members and attendees Ouverture de session exigée - Une bibliothèque des enregistrements des webinaires nationaux de l'ICRA. Les enregistrements sont disponibles pour les participants et les membres de l'ICRA.

Login Required - Recordings of the FORUM 2014 sessions that took place in Boston May 26-28

Login required - FORUM 2014 webcast sessions's presentation, available only for users who have registered for the webcast event

LOGIN REQUIRED - Recordings from the CPBI FORUM Webcast event, available only to CPBI members who registered for the webcast option

Login Required - A collection of presentations from the CPBI FORUM 2014. Available to FORUM attendees. Ouverture de session exigée - Une bibliothèque des présentations du FORUM 2014 de l'ICRA. Les présentations sont disponibles aux participants de la conférence.

Login required - Collection of FORUM 2013 sessions' presentations - Available for CPBI members and FORUM 2013 attendees

Login Required - A collection of presentation from the CPBI National Webinar Series. Available for CPBI members and attendees Ouverture de session exigée - Une bibliothèque des présentations des webinaires nationaux de l'ICRA. Les présentations sont disponibles pour les participants et les membres de l'ICRA.

Login required - Collection of FORUM 2011 sessions' presentations - Available for CPBI members and FORUM 2011 attendees

Archive of CPBI Annual Reports starting year 2008 and including fiscal year ending June 30, 2016.