Incentive plans have been the subject of recent scrutiny by the courts, at times resulting in unfavourable decisions for employers and high payouts to employees. The specific wording of an incentive plan and how the plan was rolled out to employees play key roles in these decisions. From drafting, to rollout, to defending claims in litigation, understanding the life cycle of an incentive plan is critical to achieving your intended outcome.
Training & Events
Speaking Engagement
Osgoode Certificate in Pension Law: The Retirement Savings System
February 10, 2021Overview Designed and taught by Canada’s leading pensions experts, this unique program will provide you with the key knowledge, practical strategies and guidance you need to succeed in the complex world of pensions. Overview of the Canadian Retirement System Different Types of Pension Plans: Defined benefit Defined contribution Multi-employer Jointly sponsored Public sector Canada/Quebec Pension…
Webinar
As the government starts lifting or relaxing certain orders and directives made under the Emergency Management and Civil Protection Act, employers are turning their mind to reopening their workplaces. In order to ensure a successful return to work in a COVID-19 world, it is crucial that employers turn their minds to the unique labour and employment considerations that will impact returning to the workplace, including employment standards requirements, health and safety obligations, human rights issues, privacy rights, the impact on pension and benefits, and potential litigation risks.
Webinar
A lot can change in a week. With a view to containing the COVID-19 pandemic, there has been a flurry of announcements at the provincial and federal levels, including a Declared Emergency by the Ontario Government. From the mandatory closure of certain facilities, to the waiving of the waiting period for Employment Insurance (EI) sickness benefits for quarantined employees, closure of borders to non-essential travel, extension of the EI work-sharing program, and prohibited gatherings of over 50 people, new measures are being announced at a rapid pace.
Speaking Engagement
Designed and taught by Canada’s leading pensions experts, this unique program will provide you with the key knowledge, practical strategies and guidance you need to succeed in the complex world of pensions.
Speaking Engagement
ACPM Ontario Council: Decumulate or Bust?
October 16, 2019Overview Employees are working and living longer than ever before. Decumulation affects both Defined Benefit and Defined Contribution plan members, with both fixed life income products and flexible decumulation products having their advantages and disadvantages. Retirement age and the options for decumulation affect employee behaviour and ultimately the workplace. Our panel will discuss the recent…
Speaking Engagement
Ontario Public School Boards’ Association (OPSBA): Education Labour Relations and Human Resources Symposium
April 4, 2019 - April 5, 2019Overview OPSBA’s annual Education Labour Relations and Human Resources Symposium is held each April and is designed to provide professional development in the areas of labour relations and human resources to trustees, directors of education, senior human resources officials and labour relations staff.
Speaking Engagement
Designed and taught by Canada’s leading pensions experts, this unique program will provide you with the key knowledge, practical strategies and guidance you need to succeed in the complex world of pensions
Speaking Engagement
CBA Canada Annual Group Retirement Seminar 2018
October 18, 2018Overview A Lawyer’s Perspective – Legal Considerations about hot topics in the Pension/Retirement Environment
Workshop
Marriage Breakdown Workshop
October 10, 2018The division of pension benefits on marriage breakdown and the determination of entitlement to death benefits often gives rise to complex administration issues, which can be compounded by the emotions of the parties involved. This learn-by-doing workshop is designed to build and enhance the specific technical skills required by HR and pension benefits professionals in the context of a pension plan member’s marriage breakdown.
Speaking Engagement
HRPA – Grand Valley Chapter Legal Update
September 20, 2018Organizations and HR Professionals must keep an eye on updates in the law to ensure that their organizations are in compliance with legislation and precedent setting decisions, and to enable them to navigate the increasingly complex legal framework that we work in.
Speaking Engagement
Topic How public sector plans in various jurisdictions differ from plans in the private sector Challenges with public sector plans in various jurisdictions Factors which are affecting plan design
Speaking Engagement
Overview Legal Issues Legislative Updates Bill 148 Extended Parental Leave
Speaking Engagement
Topic OPSBA’s annual Education Labour Relations and Human Resources Symposium is held each April and is designed to provide professional development in the areas of labour relations and human resources to trustees, directors of education, senior human resources officials and labour relations staff.
Speaking Engagement
Topic The theme of this year’s Summit is: The Workplace of Tomorrow. With rapid advances in technology, an increasingly diverse population and the changing needs of employees, plan sponsors need to stay ahead of the curve if they want to retain and attract top talent. How can technology’s power be harnessed in the workplace and…
Conference / Seminar
2018 Toronto Client Conference
April 5, 2018 - May 3, 2018Join us as we discuss these latest legal developments and more as we present effective tips, strategies and best practices that can help your organization stay on the leading edge of human resources management.
Conference / Seminar
Legislative and regulatory reforms have recently been fast and furious. More pension and benefit related cases than ever are working their way through the system. In the face of such change, employers and plan administrators must be ready to act, making adjustments to plan design and administration.
Speaking Engagement
Overview The implications of the CPP enhancement and its integration with existing pension plans are top of mind for employers and unions alike. This session will address critical issues in pension plan design and bargaining under an expanded CPP.
Speaking Engagement
Overview Annual Group Retirement Seminar 2017: Legal Considerations about hot topics in the Pension/Retirement environment
Speaking Engagement
Learn How the Enhanced CPP Will Affect Your Workplace Retirement Plan
September 27, 2017Lear more about the expected changes to the retirement savings behavior of members, the plan design to integrate with enhanced CPP, the changes to members and how to keep them engaged, and what you can do to prepare now…
Speaking Engagement
What Does the Future Hold? The CPP Enhancement
March 29, 2017The first major re-design of the CPP in many years is set to be phased in starting in 2019 when higher employer and employee contributions kick in. The stated intention of the enhancement is to boost retirement income in light of concerns that Canadians are not saving enough for retirement, but the full effect of the enhancement won’t be felt until the next generation of workers retires…
Conference / Seminar
Advantage CPD: The Future is Now – Pensions & Benefits Remastered
January 18, 2017In this session, we will provide clients with information and strategies to assist them in their roles as employers or plan administrators to plan for key near term changes relating to pensions and benefits…
Conference / Seminar
Advantage CPD: Professionalism Smorgasbord
December 7, 2016We are back with our ever popular roundtable on legal ethics, just in time to meet your professionalism CPD requirements for 2016. This session is accredited for 1.5 hours of professionalism.
Speaking Engagement
ACPM Federal Council: Marriage Breakdown – Solving the Puzzle
November 29, 2016Dividing pension assets following a marriage breakdown is a major headache for Canadian pension plan administrators. Recent pension reforms across Canada have only added to the complexity of this task…
Speaking Engagement
The Conference Board of Canada: Compensation Research Centre
October 13, 2016 - October 14, 2016This meeting has been designed to provide members of the Compensation Research Centre with: The Conference Board of Canada’s economic and compensation outlooks for 2017. An update on recent and upcoming trends in employment law that will impact rewards. New thinking in executive compensation, total rewards analytics and total rewards design. A chance to hear…
Speaking Engagement
2016 ACPM National Conference
September 20, 2016 - September 22, 2016There have been few times when the economic outlook and retirement scenarios for Canadians have been so uncertain. Despite these challenges, the commitment to bridge retirement promises to reality has never been greater. The 2016 ACPM National Conference will identify these challenges and provide solutions during one of the most turbulent times in recent Canadian…
Speaking Engagement
Pensions Summit 2016: Sustainable Retirement Solutions for Canadians
April 12, 2016 - April 13, 2016Topic What’s on the Horizon for Provincial Retirement Programs? An Overview of the Ontario Retirement Pension Plan (ORPP) Agenda
Conference / Seminar
2016 Toronto Client Conference
April 5, 2016 - April 28, 2016Change is a constant in the human resources world: ongoing developments in the law, whether through new legislation or the courts, and the rapid evolution of best practices create a fast-paced learning environment for human resources professionals.
Conference / Seminar
Agenda The pension, benefits and executive compensation landscape remains in constant evolution. Employers and plan administrators are constantly preparing for the next big change on the horizon. In this session, we will provide clients with important information and strategies to assist them in their roles as employers or plan administrators in planning for several near…
Speaking Engagement
Agenda
Conference / Seminar
Professionalism Smorgasbord
December 1, 2015Just in time to meet your professionalism CPD requirements for 2015, Hicks Morley invites you to join us for a roundtable on legal ethics.
Using labour and employment related ethical dilemma scenarios tailored to in-house counsel, there will be small group discussion followed by a review of the applicable Rules of Professional Conduct.
Speaking Engagement
12th Annual Canadian Association of Counsel to Employers
September 11, 2015Topic Restrictive Covenants, Post-Employment Obligations, and Change of Control Provisions Under Long-Term Incentive Plans: Enforceability and Drafting Implications Agenda
Speaking Engagement
ACPM Spring Session
May 14, 2015Topic The ABC’s of ESG: Environmental, Social and Governance Factors in Pension Plan Investing Agenda
Conference / Seminar
2015 Pension, Benefits and Executive Compensation Update
January 21, 2015Materials Hicks Morley Pension and Benefits 2015 Case Law Update PowerPoint Presentation Slides Agenda Strong performance throughout much of 2014 returned many employers and pension plans to a more solid footing. With the potential for significant economic change in 2015, employers and pension plan administrators will face both challenges and opportunities. This session will update…
Speaking Engagement
Lancaster House 2nd Annual Pensions Conference
December 2, 2014Speaking Engagement
2014 CPBI Ontario Regional Conference
October 1, 2014Topic An Age-Old Concern – Risks and Considerations of Managing an Aging Workforce: A Plan Sponsor Perspective
Speaking Engagement
CAAT 2014 Benefits Administrators Conference
April 29, 2014Topic Continuing Group Benefits following Termination of Employment
Conference / Seminar
2014 Toronto Client Conference
April 22, 2014Stay on the leading edge of Human Resources change Change is a constant in the human resources world – with new laws and court decisions and the evolution of best practices. Employers must take the lead in responding to these emerging challenges – and Hicks Morley is pleased to be your partner in navigating this…
Conference / Seminar
2014 Toronto Client Conference
April 3, 2014Stay on the leading edge of Human Resources change Change is a constant in the human resources world – with new laws and court decisions and the evolution of best practices. Employers must take the lead in responding to these emerging challenges – and Hicks Morley is pleased to be your partner in navigating this…
Conference / Seminar
2014 Toronto Client Conference
April 1, 2014April 1, 3, 8, 10, 15, 22, 24 and 29, 2014 View Map Stay on the leading edge of Human Resources change Change is a constant in the human resources world – with new laws and court decisions and the evolution of best practices. Employers must take the lead in responding to these emerging challenges…
Conference / Seminar
Agenda Retirement issues are in the spotlight like never before as everyone from governments to employers grapple with rising costs for pension and healthcare, while pension plan members and retirees may prefer to preserve the status quo. This session will highlight key developments in these changing times. What’s New? – A review of key case…
Speaking Engagement
Lancaster House First Annual Pensions Conference
December 2, 2013Topic Governance – Current Conflicts, Practical Solutions” and “What’s Sustainable? What’s Negotiable?
Speaking Engagement
Colleges Ontario 2013 Higher Education Summit
November 17, 2013Topic Post-Secondary Education
Speaking Engagement
The Canadian Institute’s 14th Annual Advanced Forum on Pension Law, Governance and Solvency
April 3, 2013 - April 4, 2013Topic Complying With Ontario’s Pension Regulations:Forms, Details & Real Life Challenges
Speaking Engagement
Topic Putting It All Together: Applying Your Knowledge to Real-World Fact Situations
Speaking Engagement
2012 HRPA Annual Conference & Trade Show
February 2, 2012Topics Pension Grow-In Benefits: How it will Change your Employee Termination Practices in Ontario Pay Equity: Are You Compliant? 20 Years and Counting
Speaking Engagement
Topic Putting It All Together: Applying Your Knowledge to Real-World Fact Situations
Speaking Engagement
Topic “Putting it all together: Pension and Benefits Issues”
Speaking Engagement
Tax Executives Institute, Inc. (Toronto Chapter)
February 17, 2011Topic Personnel Tax Issues Material Slides: Personnel Tax Issues
Speaking Engagement
Pension Reform: Saving the DB Pension Plan?
November 18, 2010Topic Pension Reform: Saving the DB Pension Plan? Material Slides: Pension Reform: Saving the DB Pension Plan?
Speaking Engagement
Topic Canada-US Cross-Border Transfers – Taxation and Coverage Issues Material Slides: Canada-U.S.A. Cross-Border Transfers – Taxation and Coverage Issues
Speaking Engagement
Topics Canada-US Cross-Border Transfers – Taxation and Coverage Issues Avoiding Litigation Pitfalls in Pension Plan Administration Material Slides: Canada-U.S.A. Cross-Border Transfers – Taxation and Coverage Issues Slides: voiding Litigation Pitfalls in Pension Plan Administration
Speaking Engagement
OBA 8th Annual Pension and Benefits Hot Spots
May 10, 2010Topic Pension and Benefit Trends in Collective Bargaining
Speaking Engagement
Topic “Navigating the Complexities of Pension Issues in the Employment Context” Agenda
Speaking Engagement
CPBI Fundamentals Series 2009 – 2010
November 12, 2009Topic Pension Plan Basics: An Introduction to DB and DC
Speaking Engagement
Osgoode Professional Development
March 11, 2009Topic Pension & Benefits Entitlement Upon Marriage Breakdown: The Legal Guide
Speaking Engagement
Canadian Institute
January 30, 2008Topic The Overturning of Kerry – Is It Too Soon for Employers to Celebrate? Surplus, Expenses and Contribution Holidays Material Paper: Exploring the Kerry Decision Slides: The Overturning of Kerry – Is It Too Soon for Employers to Celebrate? Surplus, Expenses and Contribution Holidays
Speaking Engagement
Topic A Primer On the Legal Framework Material Slides: A Primer On the Legal Framework Paper: Equitable Receivers and Beneficiary Designations: Recent Developments
Speaking Engagement
Topic Pension Reform: Saving the DB Pension Plan? Material Slides: Pension Reform: Saving the DB Pension Plan?