Fundamentals of Pension Governance in Canada

Venue: Sutton Place Hotel

Location: Toronto, Ontario, Canada

Event Date/Time: Jul 10, 2003 End Date/Time: Jul 11, 2003
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The legal and practical issues facing pension professionals today are complex, and the consequences of making a mistake can be devastating. The rules and regulations are constantly evolving and the continued market downturn continues to have potentially serious consequences for all plans. It is absolutely critical for anyone working in the field to have a firm, up-to-date grasp of the fundamentals. For example, what are your obligations as plan administrator, and how do they differ for different plan types? When should you offer a choice of investments in DC plans? How can you ensure that funding and investment decisions are appropriate, and who will be liable if they aren't? How do you collect and use member information without violating Canada's new privacy laws? How do you ensure that members of your Pension Committee or Board of Trustees have all the requisite skills?

This comprehensive course will provide you with an excellent grounding in these and many other fundamentals … and give you the tools you need to meet your governance obligations. Topics will include:
* An overview of key pension concepts and the governing regulatory regime
* What the different sources of liability are, and how you can protect your organization from a mismanagement claim
* The critical elements of a good governance model
* How to establish effective policies and procedures, and ensure the right people are on the management team
* Proper management of pension communications
* How to ensure funding and investment decisions are appropriate and compliant
* What the regulator expects of plan administrators

Throughout the course, you will have ample opportunity to ask questions and to learn from and compare notes with your peers. You will also gain practical, hands-on experience in the application of good governance techniques by working in small break-out groups to evaluate various hypothetical scenarios.

Whether you are new to the area or just need a comprehensive refresher, this course will provide you with just the foundation you need to stay in compliance and ensure good governance.


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