In Person Event

Defined Contribution Pension Plans in an Evolving Retirement Landscape


May 26, 2016


Osler office - Calgary, Alberta

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 Government of Alberta 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
  • Jana Steele, Partner, Pensions & Benefits, Osler, Hoskin & Harcourt LLP
  • Idan Schlesinger, FSA, FCIA, Managing Partner, DC Pensions & Savings Plans, Morneau Shepell
  • Michelle Loder, Partner, Defined Contribution Solutions, Morneau Shepell
  • Paul Owens, Deputy Superintendent of Pensions, Treasury Board of Finance, Government of Alberta
  • Anna Zalewski, Associate, Pensions & Benefits, Osler, Hoskin & Harcourt LLP