CPBI Ontario Canadian Pension Certificate Program Online

CPBI Ontario Canadian Pension Certificate Program Online

March 22 - 31, 2021 9:30 AM to 4:00 PMOnline - Eastern Time
Area of Interest: Pensions, Networking Format: Web

>> Register here <<

In Partnership with the HRPA, the Canadian Pension and Benefits Institute is pleased to offer the Pension Certificate Program

March 22, 2021 to March 31, 2021 - Online - 21 Hours


Pensions and retirement savings used to be a relatively straightforward area for HR professionals. Not anymore.

While still a very important element of employee compensation, the landscape of pension and retirement savings has become much more complex.
Longer life expectancies and workplace demographics that often skew toward the more mature end of the spectrum are also complicating factors. And as pension law and regulation continue to evolve, a good understanding of the legal framework, best practices and risk management is critical to successful plan administration.

In this certificate course, master one of the most important elements of employee compensation, and learn how to make your firm's programs as efficient as possible. This is an invaluable opportunity to further your career and enhance your company's effectiveness by becoming an expert in the area of pension and retirement savings.


HRPA and/or CPBI Members: $1650 + Taxes  
Non-Members: $2060 + Taxes

***CPBI Members register at discounted rate. Please contact the CPBI Ontario Regional Office for the promo code - [email protected]

Please note: The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.

Join CPBI-ICRA now! (regular membership $300 + taxes)

What is the course format?

Intro/Welcome – Monday March 22nd, 2021 (9:30 am – 10:00am EST)

Module 1 - Monday March 22nd, 2021 (10:00 am – 12:00 pm EST)

Module 2 - Monday March 22nd, 2021 (2:00 pm – 4:30 pm EST)

Module 3 – Wednesday March 24th, 2021 (10:00 am – 12:00 pm EST)

Module 4 - Wednesday March 24th, 2021 (2:00 pm – 4:30 pm EST)

Module 5 – Monday March 29th, 2021 (10:00 am – 12:00 pm EST)

Module 6 - Monday March 29th, 2021 (2:00 pm – 4:30 pm EST)

Module 7 – Wednesday March 31st, 2021 (10:00 am – 12:00 pm EST)

Module 8 - Wednesday March 31st, 2021 (2:00 pm – 4:00 pm EST)

What will you learn?

After completing the certificate program, participants will have the skills and information required to:

  • Gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans.
  • Learn tips on best practices in plan administration and governance.
  • Get strategies to reduce risk and liability in plan administration.
  • Develop an understanding of investment and plan structure principles across different plan types

Who should attend?

HR professionals/Executives, VPs/Directors/Managers of Human Resources, HR generalists, Pension Committee Members, Boards of Trustees, C-suite Executives. Head of Finance, Finance Managers, Analysts, Pension Specialists, HR Consultants, Business Owners.


What is covered?

During this four-day, eight-module virtual experience designed for HR practitioners, participants will collaborate with peers through instruction, case studies, scenarios and simulations that include:

Key Concepts – DC Plans, DB Terminology, Plan Funding, De-Risking, Actuarial Assumptions
- An overview of the terminology and tax rules
- Actuarial funding and valuations
- Investment rules and regulations
- De-risking options and trends

Key Concepts - Defined Contributions & Retirement Savings Plans
- Overview of plan types and considerations for each
- Defined Contribution plan sponsor best practices
- Global & Canada DC Industry Trends
- Improving Member outcomes

Investment Concepts Explained - for DB & DC Plans

- Investment asset classes & strategies explained
- DB vs. DC plans, from an investment perspective
- Investment fund/manager selection for DB plans
- Investment fund/manager selection for DC plans
- Investment trends and insights

Best Practices in Plan Administration & Communications

- Administration & communications overview
- Best practices for all organization types & size
- Identify common administration pitfalls
- The importance of getting clear and accurate communications
- Communications in a post-COVID world

Plan member’s transition to retirement

- The state of the plan member today
- Helping your members address the retirement gap
- Decumulation product trends and insights
- Improving Member outcomes
- Communications policies and best practices for retiring employees

Technology & Innovation

- Technology's place from a plan sponsor's perspective
- Trends and insights
- Technology practices to enable the modern organizations
- Cyber Security Update & best practices

Governance & Risk Management

- Overview of government administered pension programs
- Types of employer sponsored retirement plans
- Basic principles of plan governance
- Risk management and best practices in plan governance

Regulatory Compliance for Plan Sponsors & Administrators

- An overview of the complex web of legislation applicable to pension plans
- Minimum standards governing member entitlements and compliance
- Common plan administration issues
- The importance of member communications

>> click here to register  <<

 For more information or assistance please call: 877 599 1414 or email [email protected]


Cancellation Policy 

>> CPBI Ontario Upcoming Events << 

Speakers' Bio:

Jason Vary, President, Actuarial Solutions Inc.

Jason has practiced in defined benefit pension and retiree health plans for over twenty years. He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans. He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts. Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer with in the actuarial profession, currently serving on the Board of Directors for Canadian Institute of Actuaries.

Paul Rossi Investment Consultant, Eckler Ltd

Paul joined Eckler’s Investment Consulting practice in 2004, starting out as an investment analyst. Today, he serves as lead and co-lead consultant to clients of all sizes with defined contribution (DC) or defined benefit (DB) plans, working with clients in a variety of areas, ranging from governance, to investments, to record keeper selection and plan design.
Paul has been primarily focused on DC over his entire career and has extensive knowledge of investment managers and record keepers, leading various research efforts on both fronts over his tenure at Eckler. He brings a detailed approach to all his clients and specializes in helping manage their DC plans effectively.
Paul graduated from Ryerson University with an Honours Bachelor of Commerce degree and has completed level 1 of the Chartered Financial Analyst designation.

Natasha Monkman, partner, Hicks Morley’s Pension Benefits and Executive Compensation practice group

Natasha regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues.

Anastasia Soldatos, pension and benefits lawyer, Principal at Mercer (Canada)

Limited in the Toronto office. Anastasia consults on all aspects of pension plan matters (DB and DC pension plans), including governance, pension plan mergers, pension plan design, ongoing pension plan administration, compliance issues and cross-Canada employee privacy issues. She is in fluent in French and has experience with Quebec pension plan matters. She also consults on capital accumulation plans. Anastasia is an executive member of the Ontario Bar Association, Pension and Benefits Law Section. She holds a Bachelor of Common Law and a Bachelor of Civil Law from McGill University and an MBA from the University of Guelph. Anastasia is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Ontario Bar Association.

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