In this episode of Advocacy in Action, Carolyne and Robin explore In this episode, we explore how to encourage small and mid-sized businesses to adopt retirement plans through policy incentives, advocacy, and practical positioning. Experts discuss the current gaps, proposed solutions, and how advisors can influence policy to benefit middle-class Canadians.
What You Will Learn:
- Retirement plan adoption barriers for small businesses.
- Government incentives and tax credits for retirement plans.
- Advocacy tips for financial advisors.
- Impact of retirement plans on middle-class Canadians.
Featuring:
- Carolyne Eagan, SHBA, Advocacy In Action Co-Host
- Robin Bailey, Aria Benefits, Advocacy in Action Co-Host
- Jarrett Zavitz, HUB International Canada, Chair – SHBA Financial Wellness Working Group
- Alex Mazer, Common Wealth Retirement
Resources:
- RetirementForAll.ca – Close Canada’s Workplace Retirement Gap
- Spreading the Benefits: A Targeted Tax Credit Is Needed to Expand Retirement Plan Coverage in Canada’s Private Sector – C.D. Howe Institute
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