June 2018 Edition

Organization update at Mawer

On May 7, 2018, Mawer announced the appointment of Craig Senyk, CFA, as President, effective January 1st, 2019; this appointment is in anticipation of the upcoming retirement of current President Michael Mezei on December 31, 2018. Mr. Mezei will continue to serve on Mawer's board until the end of 2019. Mr. Senyk has been with Mawer for more than 20 years and has held various positions, including leading institutional and private client segments. Currently, he is Vice-Chairman of the Board, Institutional Portfolio Manager and Co-Manager of the Mawer Balanced Tax Advantage Fund.

Hiring at Global Alpha

On May 10, 2018, Global Alpha informed us of the hiring of two new Analysts, Tracy Li and Anthony Sutton. Ms. Li will support Qing Ji, Portfolio Manager, in Asia-Pacific region research as well as in the consumer discretionary and consumer staples sectors. Mr. Sutton will support the Portfolio Manager David Savignac in European equity research, mainly in the industrial and materials sectors.

Hiring at Hexavest

Effective May 22, 2018, Mr. Vincent Delisle, CFA, will join Hexavest as Co-Chief Investment Officer and join the strategy team alongside Vital Proulx, Co-Chief Investment Officer, and Jean-Pierre Couture, Chief Economist. Mr. Delisle has more than 20 years of industry experience and has led Scotiabank's Portfolio Strategy team since 2004. His arrival will not result in any changes to the firm's portfolio construction process, or to the responsibilities of managers and analysts already in place.

Hiring at AlphaFixe

On May 28, 2018, AlphaFixe Capital announced the hiring of David Langlois as an Analyst. He will support the members of the investment team in model development, database updating and programming. Prior to this, David was employed by Caisse de Dépôt et de placement du Québec.

We’re adding a new feature to the Participant Services website. As of June 16, all members will be able to see a history of the unit values for the funds available in their plan.

Members will be able to choose the funds and the period they want to see unit values for, and the site will generate an Excel file. The values will be updated daily to ensure members receive the most accurate data possible.

What’s a unit value?

When members invest in a fund, they get a number of shares based on the amount of their investment; the unit value is the value of one share.

Being able to see a fund’s historical unit values is a great way for members to track the progress of their investments, and stay on top of their savings goals.

The new Unit value history page will be available in the Your account section on the Participant Services website.

For more information, call Plan Sponsor Services at 1-888-510-4762 This link will launch your default phone software. or contact your client relationship manager.

Since the beginning of 2018, our participant services site has been undergoing a major overhaul. We’re working in phases to redesign the site to improve and simplify the participant experience even further. All the new pages will now be mobile-friendly.

On June 16, we’ll be unveiling the redesigned Profile and Rate of return pages and a brand-new Unit value history page.

Profile

The following information will now be included in participants’ profiles:

• Personal information
• Communication preferences (including their preferred statement format)
• Login information
• Banking information (they can add or remove an account)

As a result of these changes, the previous Change your address page is being removed from the Your transactions menu.

Rate of return

The new Rate of return page will be more visually appealing and provide rates of return for a total of six periods, including a period covering the past ten years; the page will also show year-to-date rates of return. Participants will also be able to consult their rates of return per plan and per fund and, if desired, select a specific period.

These are just the latest improvements we’ve made this year, which also include the Financial Wellness Centre, lump-sum and recurring contributions, and beneficiary designations.

The Missing Information Report lists any information we do not have on file that you will need to send us so that we can proceed with the administration of your plan. It's posted every month on the secure website.

It’s available for all types of plans, with the exception of Defined Benefit Pension Plans (DBPP), Investment Only Plans (IO) and Individual Pension Plans (IPP).

Where is the report?

It's automatically posted every month on your secure Plan Sponsor Services website. To view it, go to the Report Centre tile and then open the Missing Information Report tab. For more information about this report, contact your group retirement savings administrator or call Plan Sponsor Services at 1-888-510-4762 This link will launch your default phone software..

Pour obtenir de plus amples informations à propos de ce rapport, n’hésitez pas à communiquer avec l’administrateur de régime ou avec le Services aux promoteurs au 1 888 280-2447 Ce lien lancera votre logiciel de téléphonie par défaut..

How do you add missing information?

Once you’re logged on to the Plan Sponsor Services website, you can add any missing information in a participant’s file by clicking on the Participant management tile. Or, you can send us a demographic file with the missing information. The administrator will update the files within 30 days of the reception of the missing information from the plan sponsor.

Leaving for vacation with peace of mind is possible if you follow our advice below:

1. Fill out the Authorization to access plan and/or personal participant information (PDF, 1.4 MB) Opens in a new window. form to designate the person who will be in charge of your tasks while you’re away, and to also authorize their level of access to the Plan Sponsor Services website.

   * Make sure to complete this authorization form so the designated person has their own access codes. For security reasons, you can't share access codes because we won’t be able to answer the caller’s questions if they’re not registered in our system, or if they have lost your access codes.

2. Train the person replacing you so they can complete the following tasks:
   • Enrolment
   • Changing personal information
   • Termination of participation
   • Contribution remittance