Advised and represented a single employer pension plan sponsor and administrator in the negotiation of a merger of its plans with a large jointly sponsored pension plan.
Advised and represented a broader public sector employer in the negotiation and implementation of a jointly sponsored pension plan conversion.
Represented a plan administrator before the Court of Appeal for Ontario in a claim for a survivor pension which considered the test for qualifying as a common-law spouse and the administrator’s discharge provision under the PBA.
Counsel to University on complex pension governance arbitration.
Advised on the pension and benefits aspects of the acquisition of a Canadian directories business by a global asset management firm.
On appeal to the Court of Appeal, won on the issue that early receipt of an actuarially reduced pension can be used to offset alleged pension losses in a wrongful dismissal action.
Had a multi-million dollar pension class action case against a large life insurance provider dismissed.
Successfully defended a pension plan administrator in a series of applications before the Human Rights Tribunal of Ontario where the applicants claimed that the pension plan’s re-employment provisions discriminated against pensioners on the basis of age.
Advised and represented a large newspaper publisher in multiple corporate transactions involving the acquisition and/or divestiture of employee benefit plans and pension or retirement plans, and the resulting asset and liability transfers.
Represented a large retail sector employer in the transition of its extensive employee benefits platform to new insurers, negotiating all aspects of the new insurance and service-related contracts.