$17 Billion and a Bold New Plan – Plannera’s Year in Review
Plannera’s 2024-25 Annual Report marks a milestone year, highlighting our first full year operating as a not-for-profit organization. It highlights significant achievements in financial stewardship, strategic planning, and organizational growth, setting a strong foundation for the years ahead.
With $17 billion in assets under administration and a newly approved 2025-29 Strategic Plan, this year’s report reflects a strong foundation for the future, one built on transparency, accountability, and sustainable growth.
Key highlights from the 2024-25 Report:
- $17 billion in assets administered;
- Serving 112,000+ members and annuitants;
- 155 employees supporting 27 pension and benefit plans;
- 84% average satisfaction across our two largest pension plans;
- Launch of a refreshed Mission, Vision, and Values;
- Strengthened governance through updated Board terms, Key Performance Indicators, and oversight; and
- A newly designed report layout, enhancing readability and aligning with our evolving brand.
The approval of this report reaffirms Plannera’s commitment to transparency, accountability, and sustainable growth. It reflects the dedication and effort our team brings to their work every day. Widely regarded as a trusted source of information, this Annual Report serves as a key reference for anyone seeking insight into Plannera’s direction and performance.
If you haven’t read the report, we invite you to explore it today!