Agenda - February 18th, 2020


Welcome and Introduction by PBLI


Chair's Welcome and Introduction


Murray Campbell

Lawson Lundell LLP


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


Questions and Discussion


Refreshment Adjournment


Recent Legal Developments


Murray Campbell

Lawson Lundell LLP


  • Latest pension and benefits case law and statutory developments

Questions and Discussion


BCFSA: State of the Nation


Michael J. Peters

BC Financial Services Authority


  • Developments at BCFSA
  • Impacts of the recent reorganization
  • Key insight from the Deputy Superintendent of Pensions

Questions and Discussion


Networking Lunch


Employee Life and Health Trusts


Megan Kaneen

Lawson Lundell LLP


  • What is an ELHT?
  • Differences between an ELHT and a Health and Welfare Trust
  • Transitional rules
  • Practical governance and financial considerations in transitioning to an ELHT


Questions and Discussion


Refreshment Adjournment


Group Benefits for Active Members Aged 65+

Nick Gubbay

Eckler Ltd.


Alexander Demner

Thorsteinssons LLP


  • Recent developments regarding plans with active members over 65
  • The Ontario Human Rights Tribunal decision, and implications for BC


Questions and Discussion

   3:35 The BCGEU Target Benefit Pension Plan: Where Are We Now?

Laura O'Neill

B.C. Government and Service Employee's Union


  • A look back at Canada's first ever conversion of a defined compensation plan to a target benefit plan
  • How have the last few years gone?
  • Lessons learned and practical tips for transitions
   4:20 Questions and Discussion

Networking Reception Sponsored by Lawson Lundell LLP