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FORUM , Membership Advantage, Webinar series, Fall Regional conferences
Learn all about what's been happening in Ontario!
FORUM Registration, Membership Renewal, Webinars & Regional Conferences.
Dear CPBI Ontario members and supporters:
As you know Jackie Ablett retired from active duty as our Regional Administrator at the end of 2015 and helped us through the 2016 Mont-Tremblant Conference. We had brought on board Peter Waite and his team at Association Management International to fulfill the Regional Administrator role going forward.
While we were very pleased with their work, Peter informed us that due to changing circumstances in his firm, it was necessary to end the regional administration contract effective March 31, 2017. I can assure our members that the robust governance framework and operational efficiencies the AMI team helped implement with your Regional Council will remain.
I am pleased to announce that the region’s executives has decided to engage the CPBI National Office to provide the region with administration services going forward. Christine Lee at the National Office will be taking over the Ontario Regional Administrator responsibilities effective April 1, 2017. Peter and Christine are working closely together to ensure a smooth transition over the next month.
On behalf of all of us I want to thank Peter and his team for the hard work that they have done over the past year.
by Cam MacNeish, BFL Canada Consulting Services Inc.On December 22 2016, the Canadian Association of Pension Supervisory Authorities (CAPSA) released their revised Governance Guideline #4, together with the accompanying Pension Plan Administrator Governance Self-Assessment Questionnaire and FAQ document. Read more.
by Scott McEvoy, Borden Ladner Gervais LLP
On November 18, 2016 the Office of the Superintendent of Financial Institutions Canada (OSFI) published guidance (Guidance) in relation to amendments to the related party restriction rules contained in Schedule III (Schedule III) to the Pension Benefits Standards Regulations, 1985 (Canada ) (PBSR) that came into force July 1, 2016. Read more.
by Claude Macorin, Principal Consultant, Macor Capital ManagementWhy is it that some investment programs do consistently well while others tend to lag their benchmarks and peers?
The need for a long-term focus
Success starts with having a long-term focus and not being unduly distracted by short-term events. This is because over the long-term there is a clear equity risk premium and a long-term investor has a decided advantage due to the ability to capitalize on liquidity premiums and market dislocations. And by long-term, I don’t mean a year or two but a full business cycle, i.e. six years or more. Read more.
What is your current role at The United Church of Canada?
I hold on a multi-faceted role in the operation of The United Church of Canada’s defined benefit (DB) pension plan. This role allows me to: • Support the Pension Board and the Pension Plan Advisory Committee in its oversight of the pension plan’s administration and compliance. • Provide guidance to our administration team, handling escalated DB pension administration issues. I respond to complex plan member queries and frequently interact with legal counsel and other service providers in this role.• Oversee the church’s pension and benefits-related communication, reviewing content for accuracy and completeness.• Lead and participate in several internal projects including a webinar designed to educate members all across Canada about their pension plan and retiree benefit plan. Recently, I really enjoyed revamping a web-based annual report of the pension plan for members.Read more.
Sponsorship Information is now available >>CLICK HERE<<
Program Details will be available shortly.
Each year we invite members who are interested in serving on the Ontario Regional Council or an Ontario Regional committee to submit their interest in writing. This year there are several vacancies to fill on Council. Any interested member is asked to complete the attached application and either mail, fax or e-mail it back to the Ontario Region's office.CPBI's Ontario Regional Council holds seven meets meetings each year. It oversees the work of committees in a number of key areas, including programming, conference, finance and education. Committees meet as frequently as required. The attachment includes a summary of the committees and their mandates on the second page. If you are interested in serving on the Council, or on one of the committees, please complete the attached form and return it by April 1.If you have any additional questions, please feel free to contact our office at 1 877-599-1414. A member of Council will be happy to respond to your questions.Regards,Joyce StephensonChair, Nominating Committee
“In the United States, 66% of Defined Contribution (DC) pension contributions go into target date funds (TDFs) and TDFs have now taken over as receiving the majority of DC contributions from US equity,” stated Sonya Uppal, Vice President of Defined Contribution and Retirement at Franklin Templeton Investments.
Most employers today have up to four generational cohorts of employees working for their organizations, each with very distinct characteristics. The career-focused, loyal and individualistic Baby Boomers (1946 – 1965) are on the tail end of their careers, or already retired, and will represent about 15% of the workforce by 2020. Generations X and Y are the largest generational cohorts in today’s workforce. Gen Xers (1966 – 1979), once deemed the “slacker generation,” are entrepreneurial, self-reliant and globally minded. Gen Y (1980 – 1995), or “Millennials,” are a generation as large as the Baby Boomers and are group-oriented, idealistic and socially conscious, says Trish Miller, Consulting Actuary at Willis Towers Watson. Gen Z (1996 – 2010) is the first generation that is “technology native,” and will likely have about 10 to 14 jobs before age 40.