Defined Contribution Pension Plans in an Evolving Retirement Landscape

Date

November 30, 2016

Time

4:00 PM - 7:30 PM

Location

Toronto, Ontario


Overview

Canadian pension laws and plan sponsors have generally focussed primarily on DB pension plans, due in part to their financial risk for the plan sponsor. However, as an increasing number of Canadians are participants in DC pension plans, Group RRSP or other capital accumulation plans, sponsors and legislators need to focus on DC trends and risks. DC pension plans have legal risks and need to be administered in accordance with the evolving legal landscape governing these plans. Further, many DC plans currently deliver less value for money than they could, and there are opportunities for plan sponsors to "maximize value" for plan members in their current plans, without assuming undue legal risk or costs, that should not be ignored - these plans play an important role in providing retirement security for millions of Canadians.

Please join pension experts from Morneau Shepell, Osler Hoskin & Harcourt LLP and the Financial Services Commission of Ontario (FSCO) for a discussion on evolving issues for DC plan sponsors. This session will look at issues related to:

  • Decumulation
  • Plan Investments
  • Governance Issues
  • Lessons from US litigation trends
  • Risk Management

Moderator: Jana Steele, Partner, Pensions & Benefits, Osler

Panelists:

  • Idan Shlesinger, FSA, FCIA, Managing Partner, DC Pensions & Savings Plans, Morneau Shepell
  • Michelle Loder, Partner, Defined Contribution Solutions, Morneau Shepell
  • Lester Wong, Acting Deputy Superintendent of Pensions, Financial Services Commission of Ontario (FSCO)
  • Jon Marin, Associate, Pensions & Benefits, Osler

Wednesday, November 30, 2016
4:00 p.m. - 7:30 p.m.
4:00 p.m. - Seminar
5:30 p.m. - Cocktail Reception

Location:
Osler, Hoskin & Harcourt
100 King Street West,
First Canadian Place,
63rd Floor (map)

Registration Info

This event is open to clients/plan sponsors only. For registration or questions, contact seminars@osler.com.

Speaking
Panelist

Jonathan Marin

Associate, Pension & Benefits

Moderator

Jana Steele

Partner, Pensions & Benefits