Agenda - February 18th, 2020

   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 and statutory developments
  11:25

Questions and Discussion

  11:35

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
  12:20

Questions and Discussion

  12:30

Networking Lunch

   1:30

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

   2:15

Questions and Discussion

   2:25

Refreshment Adjournment

   2:40

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

   3:25

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
   4:30

Networking Reception Sponsored by Lawson Lundell LLP