Pension Administration Fundamentals

May 7 - 8, 2019 7:30 AM to 1:00 PMNorwood Hotel, Winnipeg, Manitoba
Area of Interest: Pensions Format: In Person
A day and a half education session featuring some of Manitoba's most prominent pension professionals.  Hot buffet breakfast both days & lunch provided on first day.
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. 

Session 1 - 8:00 - 9:15 - The Income Tax Act & Pension Benefits Act     Speaker:  Tyler Smith    This interactive session covers key requirements of the ITA and PBA in administering pension plans looking at the history of the changes of legislation, how administrators apply them to member cases and the overall requirements and what to watch out for when dealing with unique situations.

Session 2 - 9:30 - 10:45 - Relationship Breakdowns - Panel Discussion   

Marriage/relationship breakdowns are challenging and unique. Join us for this engaging discussion with a panel of experienced administrators on the challenges they've faced and how they deal with these difficult situations.


Session 3 - 11:00 - 12:00 - Pension Adjustment Reversals, Past Service Pension Adjustments, Pension Adjustments, Commuted Value Transfers   Speaker:  Tim McGorman    This session covers the key requirements of the administration of PARs, PA, PSPA and transfer values and what things to watch for when dealing with these situations.
Session 4 - 1:00 - 2:00 - Estate, Beneficiary, Power of Attorney   Speaker:  Paul Prendergast  When a plan member experiences a life event such as death or becomes incapable of handling their own affairs, dealing with estates, wills, power of attorney and beneficiary designatons may cause pension plan administration challenges.  This session will provide guidance to plan administrators on how to deal with these types of situations.
Session 5 - 2:15 - 3:30 - Admin Potpourri - Panel Discussion    This interactive session will conclude the day with an open discussion with a panel of experienced administrators/consultants on a wide variety of topics such as communication standards, benefit entitlements, legislated timelines and best practices related to DB and DC pension administration.
Session 6 - Day 2 - 8:30 - 9:30 - Termination and Death Benefits    Speaker:  Sharlynn Saindon    This session will focus on the requirements for administering termination and death benefits for members and the areas of risk that come with each type of calculation.
Session 7 - Day 2 - 9:45 - 11:00 - Privacy Breach and Security Incident Preparedness   Speaker:  Kristal Allen    Does your organization know how to respond to and deal with privacy breaches and security incidents?  With the onset of mandatory breach incident reporting in Canada, understanding your legal obligations and arriving at a practical process for responding to privacy breaches and security incidents has never been more important.  Through this presentation, you will leave armed with valuable information regarding developing a preparedness plan and building an incident response team, and with clarity regarding your obligations respecting mandatory breach reporting.
Session 8 - Day 2 - 11:15 - 12:00 - Hot Topics in Pension Administration   Speaker:  J. J. Burnell    What are the legal responsibilities of the pension administrator when it comes to member enrollment, communicating with members and their beneficiaries, document disclosure, and other areas.
Fees and Registration
Membership TypesRegular Price
Regular membership$400.00 CDN
Plan Sponsor Individual Membership$400.00 CDN
Associate$400.00 CDN
Student$400.00 CDN
Non Member$600.00 CDN
Cancellation Policy