canadian workplace pensions forum - 2015 brochure
TRANSCRIPT
REGISTER NOW | 1-877-927-7936 | www.CanadianInstitute.com/Pensions
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@CI_Legal #CIPensionsThe Canadian Legal Network
Top SpeakersMahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration SecretariatMinistry of Finance
Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan
Dani Goraichy Vice President, Actuarial Services and Plan PolicyOPSEU Pension Trust
Evan Howard Vice President, Pension ManagementCAAT Pension Plan
Lucie Dutil, FSA FICA
Heather Wolfe Managing Director, Client RelationshipsDefined Benefit SolutionsSun Life Financial
September 29–30, 2015 | InterContinental Toronto Yorkville Hotel
The Canadian Institute’s
Canadian Workplace Pensions Forum
Co-ChairsSusan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP
Mitch Frazer Partner, Chair of Pensions and Employment PracticeTorys LLP
Why You Should Attend Keep abreast of critical pension law reforms in Canada and Ontario
Learn about best practices for plan governance and de-risking strategies from the executives of leading pension plans in Canada
Enhance your pension member communication strategies to improve the financial literary and engagement of your members
Build Sustainable Pension Plans in Light of New Pension Reform
Media Partner:
This program can be applied towards 9.5 of the 12 hours required for annual Continuing Professional Development (CPD) by the Law Society of Upper Canada. The 9.5 hours of CPD credits will include 2 Professionalism Hours and 7.5 Substantive Hours. Members will also receive 3 Substantive Hours for attending the post-conference Master Class.
This program has been approved by the Law Society of Saskatchewan for 9.5 CPD hours for the conference. The 9.5 hours of credits will include 2 Ethics Hours and 7.5 CPD Hours. Members will also receive 3 CPD hours for attending the post-conference Master Class.
The same number of hours may be applied toward your continuing legal education requirements in British Columbia.
The Barreau du Quebec automatically recognizes the same number of hours for this training activity, the latter having been accredited by another Law Society subject to MCLE.
Attendance at this program by members of the Law Society of Alberta may be submitted to the Law Society for Continuing Professional Development credits.
CO-CHAIRS
Susan G. Seller Partner, Head of National Pension and Benefits Practice, Bennett Jones LLP
Mitch Frazer Partner, Chair of Pensions and Employment Practice, Torys LLP
SPEAKER FACULTY
Mahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration Secretariat Ministry of Finance
Michael LongSenior Policy AnalystPension Policy, Pension DivisionFinancial Services Commission of Ontario
Andrew Hatnay Partner, Pensions and BenefitsKoskie Minsky LLP
Jane DietrichPartner, Restructuring and Insolvency Cassels Brock & Blackwell LLP
Douglas Rienzo Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP
Theresa Grosso Senior Counsel, Law Group, Royal Bank of Canada
Tejash (TJ) Modi Principal, Morneau Shepell Ltd.
Kim Ozubko Counsel, Pensions and BenefitsBlake, Cassels & Graydon LLP
Leanne Hull Senior Counsel, Legal, Corporate, and Compliance Group, BMO Financial Group
Evan Howard Vice President, Pension ManagementCAAT Pension Plan
Jana Steele Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP
Ian EdelistPrincipal, Eckler Ltd.
Jo-Ann HannahDirector, Pensions and Benefits, Unifor
Mark Firman Associate, Pensions, Benefits, and Executive Compensation, McCarthy Tétrault LLP
Mariette Matos Counsel, Pensions and Benefits, Bennett Jones LLP
Andrea Boctor Partner, Pensions and BenefitsStikeman Elliott LLP
Heather Wolfe Managing Director, Client RelationshipsDefined Benefit Solutions, Sun Life Financial
Dani Goraichy Vice President, Actuarial Services and Plan Policy, OPSEU Pension Trust
Lucie Dutil, FSA FICA
Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan
Peggy McCallum Partner, Pensions and BenefitsFasken Martineau DuMoulin LLP
POST-CONFERENCE MASTER CLASS LEADERS
Jessica Bullock Partner, Pensions and Benefits Davies Ward Phillips & Vineberg LLP
Mary Picard Partner, Pensions and BenefitsDentons Canada LLP
The pension landscape in Canada continues to evolve as legislative changes across the country address concerns surrounding retirement readiness and the sustainability of employer-sponsored pension plans. Canada’s aging
workforce, low interest rates, and a volatile stock market are among the top challenges faced by plan administrators and sponsors today.
The Canadian Institute’s Canadian Workplace Pensions Forum, designed in tandem with a host of leading experts, promises to deliver timely discussions on pension reform in Canada.
PROGRAM HIGHLIGHTS:
Pension reform in Canada and the future of pensions
Critical updates on federal and provincial legislation
Emerging issues in pension and insolvency litigation
Best practices for plan governance and administration
Addressing alternatives in plan design
Developing effective pension member communication strategies
De-risking defined benefit plans
Marriage breakdown rules
Pension design from a union perspective
PRACTICAL COMPLIANCE TRAINING:
Extend your learning by joining us for a half day post-conference Master Class on Meeting your Fiduciary Duties. Leave equipped with practical compliance training on meeting common law and statutory requirements, managing conflicts of interest, facilitating retirement readiness, understanding and implementing the statement of investment policies and procedures (SIPP), and issuing statements for members and retired members.
Join us as we gather some of Canada’s top pension executives and experts to ensure that you have the critical information you need to meet your professional duties and responsibilities.
Register now and save $200! Reach us by calling 1-877-927-7936 or emailing [email protected].
CONNECT WITH US @CI_Legal #CIPensionsThe Canadian Legal Network
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Media Partner:The Human Resources Professionals Association (HRPA) is the professional regulatory body and the professional association for Human Resources professionals in Ontario. It oversees more than 20,000 members in 28 chapters across the province. Its members represent over half of the organized HR community in Canada.
REGISTER AT 1-877-927-7936 (416-927-7936) or www.CanadianInstitute.com/Pensions
11:20 Pension Division Rules: Dealing with Spousal Entitlement
Douglas Rienzo Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP
Theresa Grosso Senior Counsel, Law Group Royal Bank of Canada• Administration issues on marriage breakdown
- Defined benefit plans and defined contribution plans• Practical guidance on valuation, disclosure, and
division of pensions• Implications arising from Carrigan v. Carrigan Estate• Amendments to the Ontario Pension Benefits Act• Pension splitting rules for federally regulated companies• Recent cases and regulatory developments• Trends surrounding post-retirement divorces
12:20 Networking Luncheon for Speakers and Delegates
1:30 Best Practices for Plan Governance and Administration
ModeratorSusan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP
PanelTejash (TJ) Modi PrincipalMorneau Shepell Ltd.
Kim Ozubko Counsel, Pensions and BenefitsBlake, Cassels & Graydon LLP
Leanne Hull Senior Counsel, Legal, Corporate, and Compliance GroupBMO Financial Group
Evan Howard Vice President, Pension ManagementCAAT Pension Plan• Meeting your fiduciary obligations, whether you are
a pension committee member or board member• Ensuring that your governance model is appropriate• Overcoming challenges to good governance• Reflecting recent developments and addressing
necessary items in your governance policy• Do your investment policies and processes ensure
compliance and meet the prudence standard?• Understanding your oversight obligations respecting
member disclosure and communication • How shared governance can foster accountability,
transparency, and long-term plan sustainability
2:45 Networking Refreshment Break
3:00 Addressing Alternatives in Plan DesignJana Steele Partner, Pensions and BenefitsOsler, Hoskin & Harcourt LLP
7:45 Registration Opens and Refreshments are Served
8:45 Opening Remarks from the Co-Chair
Susan G. Seller Partner, Head of National Pension and Benefits PracticeBennett Jones LLP
9:00 Pension Reform in Ontario
Mahmood NanjiAssociate Deputy Minister, Ontario Retirement Pension Plan Administration SecretariatMinistry of Finance
Michael LongSenior Policy AnalystPension Policy, Pension DivisionFinancial Services Commission of Ontario• Ontario Retirement Pension Plan (ORPP)
- Understanding the implications for employers with existing pension plans
- Administering the ORPP and managing risks associated with the plan
• 2015 Ontario Budget and its impact on retirement security
• Investment Guidance Notes from the Financial Services Commission of Ontario (FSCO) - Prudent Investment Practices for Derivatives- Buy-In Annuities for Defined Benefit Plans
10:00 Networking Refreshment Break
10:20 Emerging Issues in Pension and Insolvency Litigation
Andrew Hatnay Partner, Pensions and BenefitsKoskie Minsky LLP
Jane DietrichPartner, Restructuring and Insolvency Cassels Brock & Blackwell LLP• The changing pension landscape and case law updates,
including General Motors of Canada Limited v. Ontario (Superintendent of Financial Services); Grant Forest Products Inc. (Re); and Nortel Networks Corp. (Re)
• Impact of case law on plan sponsors and administrators• Issues that continue to arise from Indalex• Noteworthy cases from the U.S.• What Stelco’s right to intervene in the Grant Forest
case could mean for pension law in Ontario
Day 1
September 29, 2015
CONNECT WITH US
• Provincial Updates:- Statement of Investment Policies and Procedures
(SIPP), coming into force on January 1, 2016: environmental, social, and governance factors (ESG)
- Legislative reforms in Alberta and British Columbia
10:00 Networking Refreshment Break
10:15 De-Risking Defined Benefit Plans
Moderator
Mitch Frazer Partner, Chair of Pensions and Employment Practice Torys LLP
Panel
Andrea Boctor Partner, Pensions and BenefitsStikeman Elliott LLP
Heather Wolfe Managing Director, Client RelationshipsDefined Benefit SolutionsSun Life Financial
Dani Goraichy Vice President, Actuarial Services and Plan PolicyOPSEU Pension Trust
Lucie Dutil, FSA FICA
• Sustainability of defined benefit pension plans• What to do when defined benefit plans are frozen
or closed• Converting defined benefit plans to defined
contribution plans• Purchasing annuities to reduce defined benefit plan
obligations• Impact of the new mortality table proposed by the
Actuarial Standards Board• Outsourcing investments: shifting longevity risk to an
insurance company when pensioners live longer than expected
• UK perspective: at the forefront of de-risking and governance
11:15 Do Your Pension Member Communications Strategies Meet the Mark?
Martha VarinskyAssistant Vice President, Human Resources and CommunicationsHealthcare of Ontario Pension Plan
Peggy McCallum Partner, Pensions and BenefitsFasken Martineau DuMoulin LLP• Disclosure requirements in pension member
communications• Revamping your communication strategies to increase
engagement of your pension members
Day 2
September 30, 2015
Ian EdelistPrincipalEckler Ltd. • Defined benefit plan versus defined contribution
plan debate• Target benefit plan: learning from the New Brunswick
experience• Status of target benefit plans elsewhere in Canada• Pooled registered pension plan• Ontario Retirement Pension Plan• Other plan design innovations
4:00 Negotiating with Unions on Plan Design
Jo-Ann HannahDirector, Pensions and BenefitsUnifor• Why defined benefit plans still make sense• Problems with defined contribution and target
benefit plans• The better way: an enhanced CPP and QPP
4:45 Closing Remarks from the Co-Chair Conference Adjourns
8:15 Refreshments are Served
8:45 Opening Remarks from the Co-Chair
Mitch Frazer Partner, Chair of Pensions and Employment Practice Torys LLP
9:00 Critical Update on Federal and Provincial Legislation
Mark Firman Associate, Pensions, Benefits, and Executive Compensation McCarthy Tétrault LLP
Mariette Matos Counsel, Pensions and BenefitsBennett Jones LLP• Federal Updates:
- Amendments to the Pension Benefits Standards Regulations, 1985 (Canada) including the federal investment regulations (FIR), coming into force on July 1, 2016
- Federal Budget 2015
@CI_Legal #CIPensionsThe Canadian Legal Network
SPONSORSHIP & EXHIBITION OPPORTUNITIESMaximize your organization’s visibility in front of key decision-makers in your target market. For more information, contact Director of Business Development Daniel Gellman at 416-927-0718 ext. 7389, toll-free 1-877-927-0718 ext. 7389 or by email at [email protected]
• Minimizing risk by educating pension members and providing better decision-making tools and support
• Implementing a program to transition pension members from accumulation to decumulation
• Embracing mobile technology to deliver customized pension member plans and options
12:15 Closing Remarks from the Co-Chair Conference Concludes
©The Canadian Institute, 2015
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POST-CONFERENCE MASTER CLASSSeptember 30, 20151:30 – 4:30 pmRegistration Opens at 1:00 pm
MEETING YOUR FIDUCIARY DUTIESJessica Bullock Partner, Pensions and Benefits Davies Ward Phillips & Vineberg LLP
Mary Picard Partner, Pensions and Benefits Dentons Canada LLP
• Exactly who is required to adhere to a fiduciary legal standard? When is it not required to adhere to a fiduciary legal standard?
• Is a fiduciary legal standard required when deciding how to comply with the new Ontario “environmental, social and governance” requirements for statements of investment policies and procedures (SIPPs)?
• Does the fiduciary standard require a “funding policy” for a pension plan?
• Does “meeting your fiduciary duties” really matter in the real world? Has anyone been challenged for not complying with their fiduciary obligations?
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WHO SHOULD ATTEND Pension plan administrators
and managers
Pension plan sponsors
Executives of pension boards
Executives of pension plan investment committees
Pension lawyers
In-house counsel
HR directors and vice-presidents
Directors and managers of pensions
Financial officers and directors
Pension consultants
Retirement and group annuity service providers
Provincial and federal pension regulators
Union business managers and trustees
Pension fund investment specialists
The Canadian Institute’s
Canadian WorkplacePensions ForumBuild Sustainable Pension Plans in Light of New Pension Reform
September 29–30, 2015InterContinental Toronto Yorkville Hotel
TOP REASONS TO ATTEND1 LEARN from and network with interdisciplinary experts
in an interactive forum
2 GAIN insight into plan designs adopted by various jurisdictions across Canada
3 KEEP ABREAST of critical pension law reforms in Canada and Ontario
4 ENSURE best practices for plan governance and administration at your organization
5 INSULATE your company by learning how to de-risk your pension plan
Canadian WorkplacePensions ForumBuild Sustainable Pension Plans in Light of New Pension Reform
September 29–30, 2015 | InterContinental Toronto Yorkville Hotel