CPBI Ontario Pension Signature Series: Family Matters – Challenges for Today’s Plan Administrator

19 avril 2018 8h00 à 10h00Vantage Venues, 150 King St W, Toronto, ON M5H 1J9, Toronto, Ontario
Champs d’intérêt: Retraite, Réseautage Format: Activité en personne

*Offert seulement en anglais

**Registration deadline:April 17, 2018 12PM EST. Online registration will close on this date.


Session description

When it comes to the administration of pensions and employee benefits, family matters. The dynamics of the modern family pose a host of challenges for today’s pension and benefit plan administrators when calculating and settling benefits – relationship breakdowns, competing spousal and beneficiary claims, questions of legal capacity and how to deal with powers of attorney, to name just a few.

Through a series of fact patterns, our panel will explore a number of real life challenges faced by plan administrators and provide practical solutions for resolving them.

Please join us for what will be an informative and dynamic session!

Speakers


Pamela Wiktorski
Manager, Member Services
OPTrust

Pamela is currently the Quality Assurance and Support Services Team Manager in Member Services at OPTrust. Pamela has 17 years of Pension Administration experience and currently oversees the administration of Family Law, Retirements and Pension Payroll.

 

John Prezioso
Partner
Brown Mills Klinck Prezioso LLP

In the area of pension, John advises employers and plan administrators in the private, public and not-for-profit sectors on compliance, administration and governance issues relating to their pension plans and employee group benefits plans, and issues relating to pension plan investment, de-risking of defined benefit pension plans and decumulation issues in the defined contribution context.   John has taught the Pension Law course at Queen`s University Faculty of Law.

 

Schedule

 
  • Breakfast: 8:00am - 8:30am
  • Presentation: 8:30 am - 10:00 am
 

Location

 

Vantage Venues
150 King St W, 27th floor
Toronto, ON

 

CE Credit

 

Certificates confirming education hours will be applied for at The Institute. You need to sign the attendance sheet at the registration table.


Frais d'inscription
Type d’adhésionTarif régulier
Membre Régulier75,00 $CDN
Membre promoteur de régime75,00 $CDN
Associé75,00 $CDN
Étudiant75,00 $CDN
Non-membre140,00 $CDN
Tarif membreTarif non-membre
Table de 8800,00 $CDN800,00 $CDN
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