Defined Contribution Pension Plans in an Evolving Retirement Landscape

Date

May 27, 2016

Time

11:30 AM - 1:30 PM

Location

Terminal City Club - 837 West Hastings Street, Vancouver

Delivery Method

In Person


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 Superintendent of Pensions of British Columbia 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:
  • Mel Bartlett, Managing Partner, BC Region, Morneau Shepell
PANELISTS:
  • Idan Schlesinger, FSA, FCIA, Managing Partner, DC Pensions & Savings Plans, Morneau Shepell
  • Michelle Loder, Partner, Defined Contribution Solutions, Morneau Shepell
  • Jon Marin, Associate, Pensions & Benefits, Osler, Hoskin & Harcourt LLP
  • Michael Peters, Deputy Superintendent of Pensions, Financial Institutions Commission of British Colombia
  • Jana Steele, Partner, Pensions & Benefits, Osler, Hoskin & Harcourt LLP

Registration Info

11:30 a.m. - Lunch

12:00 p.m. - Seminar

This event is open to clients/plan sponsors only.

For more information, or to register for this event, please contact Simone Knott sknott@osler.com

Speaking
Panelist

Jonathan Marin

Partner, Pension & Benefits

Panelist

Jana Steele

Partner, Pensions & Benefits