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 human resources professionals on recent developments in the areas of pension, benefits and executive compensation and provide practical advice to organizations facing these uncertain times.
- What’s New? – We review key case law and regulatory developments over the last year
- Pension Annuity Buy-ins and Buy-outs – Pension annuity “buy-ins” and “buy-outs” are strategies employed by defined benefit pension plan administrators for a variety of reasons, including to reduce risk. We compare the features of pension annuity buy-ins and buy-outs and identify legal issues and challenges associated with each strategy
- Defined Contribution Plans Update – We review key developments affecting defined contribution plans, including takeaways from CAPSA’s Defined Contribution Pension Plans Guideline, and potential implications of the proposed Ontario Retirement Pension Plan
- Environmental, Social and Governance Factors in Pension Investment – We discuss what pension plan administrators must know and do as a result of proposed new requirements under which an Ontario-registered pension plan’s statement of investment policies and procedures (“SIP&P”) must disclose whether environmental, social or governance (“ESG”) factors are incorporated into the SIP&P
- Ethical and Professional Issues in Context – We examine ethical and professional issues that may arise for in-house counsel in the context of the design and implementation of compensation clawbacks
This organization has been approved as an Accredited Provider of Professionalism Content by The Law Society of Upper Canada.
Total CPD = 1.5 Hours (1.25 Substantive Hours, 0.25 Professionalism Hour)