Biography
Paul’s practice relates exclusively to pensions, benefits and compensation plans and their related investment arrangements. He advises both private and public sector clients on the legal and regulatory aspects of pension and employee benefits plans including: governance, fiduciary responsibilities, plan administration and compliance, pension fund investment, pension committees, plan wind up, surplus strategies, and the negotiation and drafting of plan and trust documents.
Paul deals extensively with pension and benefits issues arising in corporate mergers, acquisitions and reorganizations, and has advised on many large Canadian and international transactions. Paul regularly advises on pension litigation matters, and has appeared before and made submissions to federal and provincial regulators on various pension compliance and surplus matters. He has also assisted several clients in successfully implementing pension plan mergers and conversions.
Publications/Events/Education
Paul is a Consulting Editor, providing commentary on case law developments, for Lancaster House’s Pension E-Bulletin. He has co-authored several submissions to government agencies on behalf of the ACPM and various other industry associations/task forces, including: the Ontario Expert Commission on Pension Reform; Canadian Association of Pension Supervisory Authorities; and the Joint Forum of Financial Market Regulators.
Paul also regularly writes for Benefits Canada on emerging legal issues. Recent articles include:
- Controlling Interests (employer/administrator legal duties), November 2009.
- Duty Calls (legal duties in an economic downturn), April 2009.
- What’s the Difference? (pension reform comparison), March 2009.
Other recent publications and events include:
- Managing Pension Plans in Turbulent Times: Pension Plans and Legal Duties in the Current Economic Downturn, Client Seminar, December 2008.
- DC Summit, Benefits Canada, February 28, 2008.