Led project merging three complex multi-jurisdictional DB/DC pension plans with multiple predecessor benefit provisions into one under Ontario’s asset transfer rules.
Represented a large plan administrator in a court claim by a former employee for alleged missing pension credit involving a plan interpretation issue.
Advised organization on merger of its plan with the Public Service Pension Plan.
Member of the Financial Services Regulatory Authority Technical Advisory Committee on Family Law Pension Matters.
Advised employer organizations on the negotiation and implementation of province-wide employee life and health trusts.
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.
Advised on the pension and benefits aspects of the acquisition of a Canadian directories business by a global asset management firm.
Pension counsel to one of Canada’s leading steel producers in its CCAA restructuring.
Participated with OBA in consultations by the Ontario government on new family law pension division scheme.
Participated with CME in consultations by the Ontario government on the Ontario Retirement Pension Plan.
Acted for an employer in a class action and related negotiation used to obtain court approval of a surplus sharing agreement in the face of difficult trust language.
Appeared before Financial Services Tribunal of Ontario on a dispute over an employer entitlement to pension surplus.
Represented an employer in negotiations to transform a single-employer pension plan into a jointly-sponsored pension plan, requiring agreement with the union on joint governance, solvency funding relief, employer contribution limits and benefit modifications.
Represented a media company plan administrator before the Ontario Superior Court and the Court of Appeal for Ontario in a precedent-setting case establishing the standard for separation agreement language needed to create a pension plan assignment following a member’s marriage breakdown.
* past results are not necessarily indicative of future results and outcomes will vary according to the facts in individual cases