CAAT Pension Plan
Yulia H. is an experienced actuarial professional currently serving as the Actuarial Solutions Team Lead at CAAT Pension Plan since August 2019. In this role, Yulia H. consults with employers on the implications of pension plan mergers, providing guidance on pension and tax legislation while evaluating the impacts on the Plan’s funded status. Yulia H. leads a team in developing tools and materials to streamline the merger process and enhance efficiency, ensuring the application of actuarial concepts throughout. Prior to this, Yulia H. worked at Aon from September 2011 to August 2019 as an Actuarial Consultant, where responsibilities included conducting actuarial valuations, asset/liability studies, and developing de-risking strategies for various retirement plan structures. Yulia H. holds a Bachelor of Science in Actuarial Mathematics from Concordia University, completed in 2011, after earlier studies at the same institution from 2007 to 2009.
CAAT Pension Plan
CAAT Pension Plan provides workplaces with lifetime retirement income plans for employees. We are an industry-leading innovator in helping more Canadian workplaces and their employees participate in a sustainable pension plan. Seen as one of the most successful plans in Canada, CAAT is highly respected for its successful investment program, pension management expertise and strong governance structure. The CAAT Plan is funded at 124% with a funding reserve of $4.7B and $18.2B in assets under management as of January 1, 2023. We have 82,900 members in our Plan and 291 participating employers, and we’re growing! What’s different about CAAT? We are a highly engaged team of passionate and dedicated professionals who believe in our mission to improve the financial security of our members in their retirement. We are committed to our core belief in the power and efficiency of a jointly governed, multi-employer defined benefit pension plan. We offer the pension benefits Canadians want and are more sustainable and efficient than single-employer pension plans. We are award winning! We have been recognized as a top employer and recipient of: Greater Toronto’s Top Employers 2020, 2021, and 2022; Canada’s Most Admired Corporate Cultures 2020, 2021; Kudos' Best Culture Leader 2021; and Canadian HR Reporter’s Best Places to Work 2021 and 5-Star Rewards & Recognition 2022. We were also the recipient of the Innovation Award in Plan Design and Reform at the Pensions & Investments' 2018 World Pension Summit, and the 2018 Benefits Canada Pension Performance Award. Our success is built on shared governance by members and employers, and its collective focus on benefit security, stable contributions, and fair treatment of all members. With our DBplus pension plan design, we make it easy for employees and their employers to be part of a plan that provides secure lifetime pensions. As CAATsters, we have fun together and give back to our community!