Pension and Investment Fundamentals

Pension and Investment Fundamentals

May 15, 2018 7:30 AM to 4:00 PMFort Garry Hotel, Winnipeg, Manitoba
Area of Interest: Pensions, Investments Format: In Person

A one day education session featuring some of Manitoba's most prominent pension and investment professionals.

Who Should Attend?

If you are a pension plan sponsor or trustee, pension committee member, plan administrator, actuary, consultant, or a human resource professional, these sessions will be of interest to you. Whether you have been working in the pension field for some time, or if you are new to the pension industry, this is your opportunity to learn more about the fundamentals of registered pension plans.

Breakfast:  7:30 - 8:00 a.m.

Session 1:  8:00 - 9:00 a.m. - Pension Basics - Speaker Liz Farler, Past Chair, CPBI Manitoba

This session will provide an overview of retirement programs including registered pension plans, RRSPs, governmnet programs and the many other different types of retirement programs available today.  This session will also present a working structure for the remaining lectures.

Session 2:  9:15 - 10:15 a.m. - Actuarial Basics - Speaker Tyler Smith, Coughlin and Associates

This session will give attendees a look inside the pension actuary's black box, examining the fundamental principles of actuarial assumptions and how they affect funding and solvency valuations as well as commuted value calculations.

Session 3:  10:30 - 12:00 p.m. - Pension Regulations - Speakers Tim McGorman, Ellement Consulting Group; Lisa Pyne, Office of the Superintendent - Pension Commission

This session will focus on provincial and federal legislation that governs the administration of pension plans, in addition, the unique role that the Office of the Superintendent - Pension Commission plays in overseeing pension plans registered in Manitoba will be presented.

Lunch:  12:00 - 12:45 p.m.

Session 4:  1:00 - 2:00 p.m. - Investment Basics and Asset Mix - Speaker Chris Chernecki, Greystone Managed Investments

Through this session, you will gain a basic understanding of investment principles and how they relate to pension fund management.  This session will also include looking at different types of investments, asset mix and diversification.

Session 5:  2:15 - 3:15 p.m. - Legal - Speaker J.J. Burnell, MLT Aikins LLP

The future of pension plans in Canada - What are the challenges and how are regulators addressing these challenges?  

Pension plans are an important component of employee benefits; however, in recent years such plans have been under stress.  This session will look at different ways different jurisdictions have chosen to address these issues such as solvency funding changes, target benefit plans, solvency reserve accounts and other matters and what changes may be ahead in Manitoba.

Fees and Registration
Membership TypesRegular Price
Member$350.00 CDN
Plan Sponsor Individual Member$350.00 CDN
Associate Member$350.00 CDN
Student Membership$350.00 CDN
Non Member$450.00 CDN
Cancellation Policy
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