Agenda - February 24th, 2021


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


Morning Break


Recent Legal Developments


Murray Campbell

Lawson Lundell LLP


  • Latest pension and benefits case law and statutory developments7



Questions and Discussion


Implications of the Pandemic for Pension and Benefit Plans


Jeremy Bell

George & Bell Consulting Inc.


  • CERB and CEWS
  • Investment protocols and strategies
  • The immunocompromised employee
  • Other considerations



Questions and Discussion


Lunch Break


Employee Life and Health Trusts


Megan Kaneen

Lawson Lundell LLP


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



Questions and Discussion


Afternoon Break


BCFSA: State of the Nation


Abraham Koomson

BC Financial Services Authority


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



Questions and Discussion


School District 43: A Case Study

Rosalind Gilbert



Chris Nicolls

School District No. 43


  • An in depth look at the school district's reorganization of its pension and post retirement benefit plan


   4:20 Questions and Discussion
   4:30 Chair's Closing Remarks - Program Concludes