Overview
Osler Pensions & Benefits Counsel, Anna Zalewski to host a workshop at the 2017 ACPM National Conference examining some of the errors that arise in both the administration and design of pension plans.
Sidestepping an Avalanche: Correcting and Avoiding Administrative Errors
Plan administrators aren’t perfect; neither are plan texts. This session will examine some of the errors that arise in both the administration and design of pension plans. Our speakers will look at the duties of the plan administrator to correct administration errors and offer solutions to common problems that can arise for both defined benefit and defined contribution plans. They will also discuss how sponsors can rectify errors in plan design and avoid any unintended tax consequences. The discussion will conclude with tips on how errors can be avoided.
Other presenters:
Karen Kahansky, Willis Towers Watson
Moderator: Danelle Parkinson, Ontario Pension Board