Morneau Sobeco has a proud history as a leader in providing retirement and benefits consulting and administrative services for over four decades. In 1966, W.F. Morneau & Associates was founded, and quickly established a reputation for its expertise in benefits consulting and administration. Sobeco was founded in 1962 and was recognized for its strength in pension design, consulting, and administration. In the 1960's, both firms developed consulting and administrative services to support employers as they introduced pension and benefit programs.

The 1970's saw the opening of new offices in five cities, to support the ever-expanding service offering and client roster of both firms. In 1981, the first edition of Universe®, our quarterly report on Canadian pension fund managers, was published. The following year, our Annual National Compensation Survey was launched. Today, it provides data on over 300 Canadian benchmarked positions. The remainder of the decade saw the introduction of our Communication consulting services for employee benefits and retirement plans and our Administrative Solutions practice to help employers administer complex pension and benefit programs. In 1987, we established our first office in the United States, delivering administrative solutions for U.S. employers for employee benefit programs.

The 1990's began with the introduction of the Ariel® pension administration system, our industry-leading pension data management software. This was complemented by the launch of Forecast® in 1993, an employee-focused pension projection software.

In 1997, W.F. Morneau & Associates and Sobeco merged to form Morneau Sobeco. That same year, the new firm established itself as an industry leader by investing in a state-of-the-art technical support center for pension, savings, benefits, and related HR administration. Vision^TM, our quarterly magazine on Canadian pension, benefits, savings, and related HR trends, was also published for the first time.

The following year, Morneau Sobeco launched Benefits Online, the first fully-integrated, Web-based self-service portal for employee benefits. The firm also opened technical support centers in Montréal and Pittsburgh, enabling us to provide "back-up" operational support for administration clients.

Today, our firm has offices in 12 cities across North America providing services to over 1,000 clients. In recent years, the firm has launched a number of new services and events, including:

Retirement Planning, a Web-based income calculator for comparing personal and employer-sponsored program savings under various scenarios.

Our Emerging Trends^TM Seminars on pension, benefits, savings, and related HR trends, held in numerous cities across Canada.

On-line Total Compensation Statements, an enhancement to our Web-based employee self-service solution.

Regional Roundtables^TM in our local offices, to give our clients an opportunity to share experiences and ideas with their peers on topics of interest.

Absence & Disability Management, a new practice providing consulting and administrative solutions for both short-term and long-term disability for both occupational and non-occupational scenarios.