Plan Sponsor Resource Centre

Welcome to the Plan Sponsor Resource Centre where we share insights and experience gathered from industry experts across Canada on topics relative to the good governance and management of Defined Contribution retirement and savings plans. The Centre also provides articles, copies of our Governex releases and links to industry resources.

Industry Resources

The following links provide our plan sponsors with access to up-to-date information on what is happening in the Defined Contribution plan industry.

The Association of Canadian Pension Management (ACPM) Benefits and Pensions Monitor Benefits Canada

BMO GRS Historical Archives

On June 11, 2009 the Bank of Montreal announced a definitive agreement to purchase the recordkeeping business of Integra GRS.  This deal closed in November 2009.  The following materials are past Integra GRS publications and/or re-prints that contain information referencing Integra GRS.

Governex Releases
Article Date Published Source
PDF Document Release 7 - Member Transitions - Retirement Planner (267 KB - PDF) Dec 2008 Integra Group Retirement Services
PDF Document Release 6 - LifeGARD (861 KB - PDF) Nov 2005 Integra Group Retirement Services
PDF Document Release 5 - Reporting to You (2,171 KB - PDF) Feb 2005 Integra Group Retirement Services
PDF Document Release 4 - A Meeting of Minds (817 KB - PDF) Jan 2005 Integra Group Retirement Services
PDF Document Release 3 - CAP Guidelines: Roles/Checklists (2,064 KB - PDF) Nov 2004 Integra Group Retirement Services
PDF Document Release 2 - Member Decisioning Tools (2,653 KB - PDF) Aug 2004 Integra Group Retirement Services
PDF Document Release 1 - Governance Management Reports (1,926 KB - PDF) Jul 2004 Integra Group Retirement Services
Roundtable Discussions & Industry Articles
Article Date Published Source
PDF Document Roundtable – DC Plans In an Uncertain Environment (895 KB - PDF) Oct 2011 Benefits and Pension Monitor
PDF Document DC Plans (255 KB - PDF) Jun 2011 Benefits and Pension Monitor
PDF Document Teach Me (240 KB - PDF) May 2011 Benefits Canada
PDF Document Governing Capital Accumulation Plans in 2010 (887 KB - PDF) Oct 2010 Benefits and Pension Monitor
PDF Document Trials and Transitions (72 KB - PDF) Jan 2009 Benefits Canada
PDF Document Retirement Savings Plans In Turbulent Times (487 KB - PDF) Dec 2008 Benefits and Pensions Monitor
PDF Document Retirement Transitions (85 KB - PDF) Apr 2008 Benefits Canada
PDF Document Diagnostics for DC Default Options (185 KB - PDF) Dec 2006 Employee Benefit News Canada
PDF Document The Pendulum Swings Back (919 KB - PDF) Dec 2006 Benefits and Pensions Monitor
PDF Document Getting Members to Make a Choice (2,069 KB - PDF) May 2005 Benefits and Monitor
PDF Document Roundtable - Back to Basics (680 KB - PDF) May 2005 Benefits and Pensions Monitor
PDF Document The Risk Makeover (200 KB - PDF) Apr 2005 Benefits Canada
PDF Document Roundtable - Implementing CAP Guidelines (712 KB - PDF) Oct 2004 Benefits and Pensions Monitor
PDF Document Cap Guidelines May Spur Sponsorship (183 KB - PDF) Sep 2004 Employee Benefit News (Canada)
PDF Document DC Pensions - Market Activity Drives Changes (1,376 KB - PDF) Aug 2004 Benefits and Pensions Monitor
PDF Document Roundtable - Governance and Risk Management (509 KB - PDF) May 2004 Benefits and Pensions Monitor
PDF Document Governance for the Gifted (467 KB - PDF) Apr 2004 Benefits Canada
The Buzz
Article Date Published Source
PDF Document Education - Easy Does It! (187 KB - PDF) Mar 2005 Benefits Canada
PDF Document The Most Critical Gap Of All (200 KB - PDF) Feb 2005 Benefits Canada
PDF Document And the Million Dollar Question Is? (178 KB - PDF) Dec 2004 Benefits Canada
PDF Document Some Privacy Please (188 KB - PDF) Nov 2004 Benefits Canada
PDF Document The Prudent Path (190 KB - PDF) Oct 2004 Benefits Canada
PDF Document Members at the Table (637 KB - PDF) Aug 2004 Benefits Canada
PDF Document But Can You Make Them Drink? (921 KB - PDF) Jul 2004 Benefits Canada
PDF Document DC Plans - Risky Business? (225 KB - PDF) Apr 2004 Benefits Canada