Agenda - February 25th, 2015

  9:00

Welcome & Introduction

 

Murray Campbell

Lawson Lundell LLP

  9:10

The Keys to Being an Effective Pension and Benefit Plan Trustee: Trustee Responsibilities and Trustee Protection

 

John Smith

Lawson Lundell LLP

 
  • What is a trust?
  • Trust law as it applies to pension and benefit plans
  • What are the core duties of a trustee?
  • Liability for other trustees’ actions
  • Use of professional advisors
  • Indemnity clauses and insurance
  • Advice and direction
10:15

Questions and Discussion

10:25

Refreshment Adjournment

10:40

Recent Legal Developments

 

Murray Campbell

Lawson Lundell LLP

 
  • Latest pension and benefits case law
  • Federal and provincial statutory developments
  • Mandatory insurance of LTD plans

11:25

Questions and Discussion

11:35

The New Pension Legislation in British Columbia and Alberta

 

Greg Heise

Morneau Shepell

 
  • Review of the new British Columbia Pension Benefits Standards Act
  • Review of the new Alberta Employment Pension Plans Act
  • Key legislative changes
  • Implications of legislative changes

12:20

Questions and Discussion

12:30

Networking Luncheon

  1:30

Benefits Basics and Trends

 

Shelley Engman

AON Hewitt Canada

 
  • Health and welfare benefits
  • Benefit costs – external influences and internal controls
  • The importance of good governance
  • The value of third party expertise
  2:10

Questions and Discussion

  2:20

Refreshment Adjournment

  2:35

An Actuarial Primer for Trustees and Administrators: What You Need to Know

 

Brendan George

George & Bell Consulting

 
  • Why are actuaries so conservative?
  • Terminology used by actuaries
  • Pension plan funding rules and legislation
  • Understanding actuarial valuations
  • Impact of valuations on plan administration
  • Predicting the future

  3:15

Questions and Discussion

  3:25

Tales From the Crypt: Fixing the Unsustainable Plan

 

Colyn Lowenberger

Regina Police Pension Plan

Troy Milnthorp

AON Hewitt Canadas

 
  • A case study look at the Regina Police Pension Plan
  • Strategies for fixing an unsustainable plan
  • What not to do

  4:10

Questions and Discussion

  4:20

Chair's Closing Remarks

  4:30

Networking Reception Sponsored by Lawson Lundell LLP