Agenda - February 27th, 2019

9:00

Welcome and Introduction by PBLI

9:05

Chair's Welcome and 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
  • Trustee's duties
  • Liability for other trustees' actions
  • Use of professional advisors
  • Protecting trustees

 

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

 

  11:25

Questions and Discussion

  11:35

The Enhancement of the Canada Pension Plan

 

Rosalind Gilbert

AON Hewitt Canada

 

  • Overview of CPP enhancements in effect as of January 2019
  • Implications of integrating the enhanced CPP for pensions plans
  • What are Canadian pension plans doing?

 

  12:20

Questions and Discussion

  12:30

Networking Lunch

   1:30

Mental Health: The Pillars of Support

 

Rochelle Morandini

Morneau Shepell

 

  • What should Joint Trusteed Plans have in place to mitigate the personal and financial impact of mental illness on members and plan costs?
  • Does your plan have the right resources in place to support your members with mental illness?
  • What should you Trustees expect or consider with respect to the disability and extended health benefits for members coping and/or recovering from mental illness?
  • New supports and resources

 

   2:15

Questions and Discussion

   2:25

Refreshment Adjournment

   2:40

Privacy and Recordkeeping Obligations for Pension & Benefit Plans
 

Lisa Chamzuk

Lawson Lundell LLP

 

  • Application of provincial and federal privacy legislation to pension and benefit plans
  • Creation, management, retention and destruction of records (personal and business related) by pension and benefit plans
  • Current issues

 

   3:25

Questions and Discussion

   3:35 The UBC Staff Pension Plan: A Case Study
 

Orla Cousineau

UBC Staff Pension Plan

 

  • An in-depth look at the UBC Staff Pension Plan

 

  4:20 Questions and Discussion
  4:30 Networking Reception Sponsored by Lawson Lundell LLP