iAtoday

Key takeaways from CAPSA Guideline No. 3

Group Savings and Retirement July 17, 2025

The Canadian Association of Pension Supervisory Authorities’ (CAPSA) Guideline No. 3 Guidelines for Capital Accumulation Plans (the “Guideline”) is the result of extensive consultations and recognized industry expertise aimed at, among other things, improving the governance of capitalization plans. Following the Guideline’s recommendations is key to fulfilling client expectations.

Starting this fall, we’ll be offering a series of articles to guide you through the application of the Guideline. We’ll explore its key elements, focusing on the best practices to adopt and the changes we’ve made to our documents, tools and systems to bring them into compliance.

Stay tuned! Soon, you’ll know everything there is to know about the Guideline and its application at iA Financial Group!

 

Since 1952, organizations wanting to go beyond traditional plan management have been able to rely on our group retirement savings experts across the country.

They benefit not only from their expertise, but also from service that provides unparalleled peace of mind and a strategic approach that turns their benefits into a competitive advantage.