Retirement Plans 201 - Beyond The Basics

Retirement Plans 201 - Beyond The Basics

June 18, 2025 12:00 PM to 5:00 PMRoyal Glenora Club, Edmonton, Alberta
Area of Interest: Pensions, Benefits, Investments, Networking Format: In Person

This half-day session will offer an in-depth exploration of key concepts, strategies, and challenges faced by retirement plan sponsors in Canada. Attendees will gain insights into the latest developments in both Defined Benefit (DB) and Defined Contribution (DC) plans, with a focus on plan design, funding strategies, and effective member communication. The session will also cover the role and implications of the Supplementary Employee Retirement Plans (SERPs) and explore emerging trends in the retirement plan landscape. The event will conclude with an engaging panel discussion where attendees can ask questions and exchange ideas with industry experts. Participants will leave with actionable knowledge and strategies to navigate the evolving retirement plan environment.

Fees and Registration
Membership TypesRegular Price
Member$99.00 CDN
Plan Sponsor Individual Member$99.00 CDN
Associate Member$99.00 CDN
Student Membership$99.00 CDN
Member PriceNon Member Price
Table of 6 of 6$495.00 CDN$875.00 CDN
Cancellation Policy
CE Credits will be offered in partnership with the Alberta Insurance Council and CPHR.

Our industry experts will share insights on:

  • DC Plan Design & Investments
  • DB Plan Design and Funding
  • SERP's
  • Member Communication
  • Trends and On the Horizon

VIEW SPEAKER BIOS

Who should attend:

  • Human resources generalists
  • Executives of small to mid-size organizations who oversee benefits
  • Pension & Benefits specialists
  • Insurance brokers and financial planners
  • Payroll Administrators

When:

Wednesday, June 18, 2025

Registration 12:00 pm to 12:30 pm

Presentations: 12:30 pm to 3:30 pm

Networking: 3:30 pm to 5:00 pm

All times are Mountain Time Zone

Registration Fee:

CPBI Members:

Non-Members:

Sponsorship: 5 credits

Table of 6:

GST #106865330 RT0007

Where:

Royal Glenora Club

Glenrose Room

11160 River Valley Road NW

Edmonton

Who else should Attend:

Pension & Benefits Specialists

HR & Payroll Professionals responsible for employee retirement plans

Actuarial Specialists

Finance Specialists

Retirement Plan Consultants

CE Credits:

3 HOURS

CE Credits will be offered via Certificate of attendance as well as in partnership with Alberta Insurance Council.

AIC credits pending.

Questions:

Elaine Shannon

Phone:888-788-3185 Choose 1 for Region, then Ext. 6

[email protected]

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