Jillian Kennedy steps in as the new chief strategy officer, aiming to enhance DB pension access nationwide
CAAT Pension Plan has announced the appointment of Jillian Kennedy as chief strategy officer.
In this newly created role, Kennedy will focus on forming strategic partnerships to expand modern defined benefit (DB) pension coverage to more Canadian workplaces, increasing access to secure and sustainable retirement benefits.
She will also lead the refinement of a long-term strategy aligned with CAAT's mission, drive national awareness of DB pension accessibility, and address the evolving needs of members, workplaces, and the retirement savings industry.
She has been supporting plan sponsors and members to achieve better outcomes for over 23 years, most recently as a partner in Mercer (Canada) Limited's wealth division.
Kennedy’s experience in plan design, investments, and governance will enhance CAAT's ability to support employers in adopting a modern DB pension solution and improve the overall financial wellness of Canadians.
“CAAT's ability to develop and drive modern pension solutions and solve challenges where other arrangements may not—decumulation, pooling of risk, longevity—is one of the major reasons why I'm so excited to join the team,” explains Kennedy.
“I am thrilled to welcome [her] to the senior executive team. Her strong strategic leadership record and retirement industry expertise position her well to drive CAAT's vision of expanding pension coverage across Canada,” says Derek Dobson, chief executive officer and plan manager, CAAT Pension Plan.
“[She] brings extensive experience in identifying optimal plans for organizations, which will be instrumental to our commitment to innovating pension solutions that meet the needs of workplaces.”
