New research from Desjardins Insurance explores how personal goals and a clear vision of the future may influence plan features in driving sustained engagement
Having access to a group retirement savings plan and feeling motivated to use it are two different things. Employers can offer investment choices, financial education and savings tools, but none necessarily gives a plan member a meaningful reason to engage in their group retirement savings plan. Research commissioned by Desjardins Insurance1 sheds light on a stubborn challenge for group retirement savings plan sponsors; why access to a well-designed group retirement savings plan doesn’t always translate into meaningful participation.
In an upcoming webinar on November 17, 2026, The Missing Link to Group Savings Engagement, Desjardins Insurance will examine what its research reveals about plan member motivation and how group retirement savings plan sponsors and their advisors can put those findings to work.
The session will feature Stéphane Jutras, FCIA, Director, Destination, Group Retirement & Savings. Jutras brings more than 30 years of experience across pensions, investments and group insurance.
The research1, commissioned by Desjardins Insurance and involving 1,000 Canadian group retirement savings plan members, takes a closer look at the factors influencing participation. The webinar will offer attendees an opportunity to examine the findings and consider what they mean for their own plans.
Connecting savings to plan members’ personal goals
Group retirement savings plans have developed considerably over the years, with more investment options, digital tools and educational resources available to members.
While employers can influence the resources and support available to members, understanding how those resources connect to plan members' needs and goals can be a more complicated undertaking.
Rather than concentrating exclusively on contribution arrangements or investment options, group retirement savings plan sponsors may benefit from considering what plan members hope to achieve. The webinar will examine the factors that drive plan member engagement and explore practical strategies to help members turn their financial intentions into concrete actions.
What attendees will learn
Drawing on Desjardins Insurance’s research, the webinar will help attendees:
- Understand the main motivational barriers associated with lower plan member engagement in group retirement savings plans.
- Learn how a clear vision of the future and personal goals may influence financial decision-making and sustained engagement.
- Discover practical strategies to help plan members turn their intentions into concrete actions and support longer-term engagement.
- Deepen their understanding of plan member engagement and, if eligible, earn Continuing Education (CE) credits.
Accreditation is currently in progress. Upon confirmation of accreditation, attendees who participate in the full presentation will be eligible for CE credits.
Register now to learn how research-backed insights can help you better support plan member engagement.
Footnote
1. Desjardins Insurance, “Turning dreams into reality and sparking an interest in saving,” May 1, 2026
Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company. Desjardins®, Desjardins Insurance®, all trademarks containing the word Desjardins, as well as related logos are trademarks of the Fédération des caisses Desjardins du Québec, used under licence. On Target Retirement® is a registered trademark owned by Desjardins Financial Security Life Assurance Company. 200 Des Commandeurs Street, Lévis QC G6V 6R2 / 1-866-647-5013
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