To Outsource or Not...that is the question
Managing pension and savings plans, in light of their rising costs, volatility, increasing demands on Human Resources and Finance, while regulatory complexities grow, is one of the most significant issues plan sponsors face today. As a result, many employers are looking for ways to streamline and reduce the amount of time and effort spent on overseeing their retirement programs. At the same time, companies have become more aware of the need to provide more investment support to plan members. This session will review how outsourcing certain pension and savings plan functions can help plan sponsors better manage their plans, achieving governance best practices and cost efficiencies.
Speakers:
 Bill Ham
Bill Ham is a Partner with Mercer investment management. In this role, he is responsible for client relationship development for Canada.Bill joined Mercer in 1988. Before assuming his current role, Bill held management positions in Mercer’s Retirement and Outsourcing businesses. He has over 20 years of experience in the pension, benefits and investments arena.
 Jillian Kennedy
Jillian Kennedy is a Principal in Mercer's Investment Business. She is responsible for leading the development and execution of Mercer's growth strategy for its Canadian Defined Contribution Business. She is also a member of the Defined Contribution Consulting specialist team.Jillian's main practice area is the design, implementation and ongoing monitoring of defined contribution (DC) plans. She has extensive experience in designing and benchmarking DC plans, conducting investment manager and recordkeeper searches, and developing appropriate governance and investment structures for these plans. Jillian also assists clients with investment manager and recordkeeper performance reviews. Jillian has been with Mercer for over eight years. Prior to joining Mercer, she spent seven years with a major insurance company where she was involved in product development, plan transition projects, plan member education and marketing.
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