Episode 32 - CAAT Pension

Captain Desmond Jordan meets with SME WestJet Pilots  Clayton Gossen, Daniel Bernier and CAAT CEO Derek Dobson to discuss the new WestJet Pilots pension plan.

CAAT Pension Calculator Link: https://www.caatpension.ca/pension-solutions/dbplus-value-tool

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Chapters

• 0:00 Intro
• 1:40 Background
• 6:28 What is CAAT
• 7:24 What Type of Pension Plan is CAAT
• 8:40 How is CAAT Partnering With WestJet Pilots
• 10:28 How Did We Decide on CAAT?
• 12:23 Pension Calculator Examples
• 21:39 Opt Out
• 23:27 Plan Limits
• 24:38 Tax Efficiency
• 25:32 Growth Plus / Buy-Back
• 29:39 Rate of Return
• 30:17 Management Expenses
• 30:58 Surplus
• 33:03 Index Pension
• 34:40 AIW
• 38:20 Employer Failure
• 39:35 Survivor Benefits
• 42:27 Future Information
• 43:38 Closing Remarks