Plan sponsor newsletter
Explore this quarter's updates, which include new resources for you and your members, enhanced digital experiences, and important updates on investments and the capital gains tax.
Current issue: Q3 2025
Resources for you
New: the importance of target-date funds in reducing retirement risks
Target-date funds are an excellent option for helping members achieve their retirement goals.
Our latest analysis explains how the appropriate asset allocation for these funds, also known as glide path design, can help reduce retirement risks and improve financial longevity.
Manulife’s target-date fund offerings feature an integrated through glide path that can help members save more into and throughout retirement.
Resources to help you highlight the benefits of advice
Your members have access to PlanRight®, a service designed to offer professional, personal, and practical financial advice.
Manulife Wealth advisors can help your members reach their financial goals and feel confident about their retirement readiness.
To help you easily communicate the benefits of PlanRight, we’ve created the following suite of ready-to-use materials.
The materials include:
- Email template
- Flyer
- Poster
- Digital display ad
Access the advocacy materials here.
Accounting for shortfall risk in the age of longevity
With people living longer, it’s becoming more important than ever to create sustainable retirement plans.
Our latest analysis on longevity1 explores how the three pillars of retirement readiness—optimized contributions, early savings, and suitable investments—can mitigate shortfall risk and help members secure a comfortable retirement.
1 “Longevity risk: how longer lifespans affect shortfall risk in retirement planning,” Manulife Investment Management, February 2025.
New: market volatility tool kit web page
We’ve created a resource to provide perspective on the current financial landscape.
Our centralized web page includes:
- Insight into current market conditions
- Thought leadership resources for times of volatility
- Materials we’ve shared with members about investing during market swings
Resources for members
Dive into the Summer of Savings contest
This summer, six lucky members could win $2,500 by simply signing into their group retirement plan on the Manulife Mobile app.
Expanded interfund transfer capabilities on Manulife Mobile
We've recently made the interfund transfer capability available for all plan types on Manulife Mobile.
Members can now easily transfer funds between various plans, including RRSP, RPP, NRSP, TFSA, and DPSP.
This seamless functionality improves our members’ overall digital experience and empowers them to take greater control of their group retirement plans.
Important updates
Streamlining member authentication with our IVR system
As of June 13, the Group Retirement contact centre has upgraded its interactive voice response (IVR) system.
When members call in, the IVR system will partially authenticate them by verifying their phone number against our records. If a match is found, it’ll request additional information.
This update enhances our security and provides members with a faster, more convenient authentication experience.
Coming soon: enhancing Join Now with multi-plan enrolment
Our new multi-plan enrolment feature will allow members to apply plan details, such as investment choices and beneficiary information, to multiple retirement plans at once, making enrolment faster and easier.
Here’s what we’re doing to align with the CAP Guideline
We’ve put together an overview of how Manulife complies with the guideline’s key changes and the impact these changes have on our products, services, and processes.
To learn more about the CAP Guideline and the 2024 updates, visit our web page, where you can download our position paper and access other resources.
Making decisions easier and lives better
Through our impact agenda, we’re staying true to our mission of building a better future for our business, our communities, and the planet.
This means:
- Empowering sustained health and well-being as a partner for progress
- Driving inclusive economic opportunities for underrepresented communities
- Accelerating a sustainable future to preserve the planet we all share
Investment insight
Why is now the time for real assets? The answer is simple
The allocation of real asset funds changes over time to take advantage of global opportunities, making it an essential part of creating a diversified investment portfolio.
A few benefits of real assets include:
- Diversification
- Experienced professionals
- Dynamic allocation strategy
- Global opportunities
Watch this 40-minute webinar to learn about the importance of real assets.
Take a look at our recent thought leadership podcast.
Trending insight
Keeping you up to date with the industry
Our insight are designed to help you manage your retirement programs.
You’ll also find content you can share with your members on all aspects of financial wellness and saving for retirement.