Regina Luncheon: How Much Do You Need to Retire?

March 15, 2018 11:30 AM to 1:15 PMDouble Tree by Hilton, Regina, Saskatchewan
Area of Interest: Pensions, Networking Format: In Person

In today’s volatile economic environment, retirement income adequacy is top of mind for employees and plan sponsors. Regardless of your employment situation, this age old question still remains valid: “How much should I be saving for retirement?”. This session will explore:

• The “true” meaning of retirement income adequacy;

• The validity of various models being used today to test retirement income adequacy;

• Issues facing employees and sponsors as it relates to retirement needs;

• Strategies for sponsors to consider to enhance financial literacy for their employees; and

• What the future may hold for retirement income adequacy.

         

Troy Milnthorp 


Troy Milnthorp is the Senior Managing Director of Corporate Funds at the Saskatchewan Teachers’ Federation where he oversees the pension, benefits and investments for teachers in Saskatchewan. Prior to joining the STF, Troy spent 16 years working as a pension actuary on various clients in the prairies. Although he has been away from the consulting world for over a year now, his passion still remains with helping employees and sponsors better understand their retirement needs.

   
Louis Martel

Louis Martel is Managing Director & Chief Strategist, Client Strategy & Innovation with Greystone Managed Investments Inc. Louis joined Greystone in 2006, though he was, in effect, “present at the creation” of Greystone in 1988. At the time, Louis served several of Greystone’s founding clients during his days as a pension consultant for a national benefit consulting firm. He has closely followed the firm’s progress ever since. In his current role, Louis is responsible for working closely with Greystone’s national client base, as well as identifying investment strategies that meet clients’ future needs.

It is his years of actuarial experience and client focus that provide Louis with the depth of pension plan knowledge regarding governance, investment options and current plan challenges that make him uniquely qualified for this role.

Louis has over 30 years of experience, and has worked for three national benefit consulting firms in roles ranging from pension consultant and retirement practice leader to manager of pension consulting teams. Prior to joining Greystone, he most recently was Senior Vice-President and retirement practice leader for Aon’s Toronto office.

As an industry expert, Louis is frequently called on as a speaker before national audiences, such as CPBI and IF or interviewed for various benefits magazines.

Louis is a graduate of Laval University, a fellow of the Canadian Institute of Actuaries as well as a Fellow of the Society of Actuaries. He received his CFA Charter in 1998 and has completed the Institute of Corporate Director’s Course, earning his ICD.D designation.

Schedule:  Registration: 11:30 am, Lunch: 11:45 am, Presentation:  12:15 pm – 1:15 pm    

CE Credit:  This session qualifies for 1 Continuing Education credit for the Insurance Council of Saskatchewan (one credit per hour). 

Luncheon Fees:    

     CPBI Member: $40.00 including GST

     Student Member: $25.00 including GST

     Non-Member: $86.25 including GST 

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