Agenda - February 24th, 2021

   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

 

  10:10

Questions and Discussion

  10:20

Morning Break

  10:35

Recent Legal Developments

 

Murray Campbell

Lawson Lundell LLP

 

  • Latest pension and benefits case law and statutory developments7

 

  11:20

Questions and Discussion

  11:30

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

 

  12:20

Questions and Discussion

  12:30

Lunch Break

   1:30

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

 

   2:15

Questions and Discussion

   2:25

Afternoon Break

   2:40

BCFSA: State of the Nation

 

Michael J. Peters

BC Financial Services Authority

 

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

 

   3:25

Questions and Discussion

   3:35

School District 43: A Case Study
 

Rosalind Gilbert

Aon

 

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