Sustainable DB Benefit CAAT Pension Plan operates a jointly governed multi-employer defined benefit pension with a strong track record and funding reserve, indicating a stable, scalable platform that could be attractive to employers seeking cost-effective and sustainable retirement solutions for their workforce.

Growth & Scale With over 125,000 members and 800 participating employers, assets under management of $25.4B and a funding surplus of 124%, CAAT demonstrates growth momentum and a proven governance model, presenting cross-sell opportunities to employers currently outside the plan.

Strategic Expansion Recent leadership changes and a new Chief Strategy Officer focused on partnerships suggest openness to strategic collaborations and expansion across Canada, creating openings for BD teams to propose co-branded or integrated retirement solutions for employers.

Digital & Modernization Adoption of modern tech stack including Power BI, AWS, and strategic initiatives like GROWTHplus Investment Account indicate a commitment to innovation and customer-facing digital tools, enabling you to pitch enhanced data-driven retirement planning and digital member experiences to potential clients.

Industry Recognition Consistent employer awards and recognition for culture and HR practices position CAAT as a desirable partner and employer of record, which can be leveraged to approach organizations prioritizing strong governance, stability, and reputational value in their benefit programs.