The Agenda - February 27th, 2013

  8:45

Welcome and Introduction

 

Murray Campbell, Lawson Lundell LLP

  8:50

The Keys to Being an Effective Pension and Benefit Plan Trustee: Trustee Responsibilities

 

John Smith, Lawson Lundell LLP

 
  • What is a trust?
  • Trust law as it applies to pension and benefit plans
  • What are the core duties of a trustee?
  • Liability for other trustees’ actions
  • Use of professional advisors

  9:25

Questions and Discussion

  9:35

The Keys to Being an Effective Pension and Benefit Plan Trustee: Trustee Responsibilities (Continued) and Trustee Protection

 

John Smith, Lawson Lundell LLP

 
  • Indemnity clauses
  • Insurance
  • Advice and direction

10:10

Questions and Discussion

10:20

Refreshment Adjournment

10:30

Recent Legal Developments

 

Murray Campbell, Lawson Lundell LLP

 
  • New pension standards legislation in BC and Alberta
  • Bill C-377 - latest developments
  • Bill C-13 - CPP/EI withholding
  • Reducing retiree benefits - latest case law

11:05

Questions and Discussion

11:15

BC Bill 38 - The Actuary’s View

 

Karen J. Hall, Aon Hewitt

 
  • Increased flexibility in pension design and governance introduced by BC Bill 38
  • Review of risk-sharing structures available under BC Bill 38
  • How this additional flexibility will help pension plan trustees with long term pension plan sustainability

11:50

Questions and Discussion

12:00

Luncheon Adjournment

  1:15

Pension Division Under the New Family Law Act

 

Thomas G. Anderson, Q.C., Anderson Pension Law Consulting

 
  • The new pension division rules under the Family Law Act
  • Working with the new changes in family law
  • Practical solutions for administrative challenges

  1:50

Questions and Discussion

  2:00

Complexities in Pension Plan Administration

 

Barb Bilsland & Stephanie Griffith, Bilsland Griffith Benefit Administrators

 
  • Regular pensioner audits
  • Communication with members during uncertain times
  • Legislation changes: more work?
  • Maximum transfer values and low interest rate environments

  2:35

Questions and Discussion

  2:45

Refreshment Adjournment

  2:55

Health and Welfare Trusts: What is the Optimal Investment Approach?

 

Brendan George, George & Bell Consulting

 
  • Should health and welfare trusts invest in equities?
  • Are the advantages really worth the effort?
  • What is the optimal investment approach?
  • How does the optimal approach differ for pensions?

  3:30

Questions and Discussion

  3:40

Building a Sustainable Pension Plan (UBC Staff Pension Plan)

 

Jay Parker, UBC Staff Pension Plan

 
  • Plan design
  • Strategy and execution
  • Reputational focus
  • Getting contribution rates right
  • Investment decisions
  • The critical role of the trustee
  • Relationship management

  4:15

Questions and Discussion

  4:25

Chair’s Closing Remarks

  4:30

Networking Reception
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