Gerry Wahl

Gerry Wahl

Governance Simplified

Gerry is the Managing Director of The Pension Advisor. He has 30 years of financial and pension experience, including pension investment manager, administrator and, as an accountant, CRA auditor, controller, assistant treasurer and treasurer. As a CMA and together with Pension Committee & Board Membership experience, Gerry brings a holistic, independent and comprehensive approach to pension governance, investing and risk management. Prior to founding The Pension Advisor, Gerry was the Investment Manager and Assistant Treasurer for a large global mining company with responsibilities for the management, oversight and governance of the firm’s numerous Canadian, US and UK Defined Benefit, Defined Contribution, RRSP, 401k and RCA programs with assets of approximately $2 billion. Gerry is an active guest speaker, frequent contributor of pension governance articles, treasurer of the Fernandez Earle Scholarship Foundation and a member of the Financial Executive Institute’s Pension Committee.

Now is the time to fix capital accumulation plans   

The collapse in the equity markets has damaged capital accumulation plan retirement accounts. Governments need to level the playing field between defined benefit plans and ...

Understanding CAP Management Fees

Why fee reviews are an important step for plan sponsors

Understanding CPP’s Shortcomings

How the benefit shrinks with age and what that means for retirement security

Fees and Fiduciary Risk

Sponsors need to understand their responsibilities to minimize potential litigation.

The Trouble With Fee Disclosure in DC Plans

Plan members are in the dark when it comes to costs.

Why Solvency Reform Won’t Make It Better

More reforms just a Band-Aid solution for troubled DB plans.

Are You Ready for CAP Decumulation?

Plan sponsors need to prepare - and know their obligations to members.

Education Risk in CAP Plans

Education requirements are a litigation risk. A KPI approach can help.

The Dead Money Syndrome

Are Canadians saving too much and living too little? And if so, who's benefiting?

CAPs: When less is more

Why DC plan sponsors should limit plan member investment options.

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