CPBI Library

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)

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