CPBI Pacific Continuing Education Session - Pension Benefits 101

*Registration deadline: February 11, 2019 - 12 PM PST. Online registration will close on this date.

Information

Date: Thursday February 14, 2019 
Time: 8AM to 12PM 
Breakfast - 8AM - 8:30AM
Session - 8:30AM - 12PM  

Location: Mercer, 8th floor – 550 Burrard St., Vancouver, BC V6C 3S8

Session description 

Pension plans represent a significant cost to employers, but how do they work, why have those costs been increasing, and how have employers been reacting?

This session will provide answers to these questions, and more, by guiding you through the following topics:

• The retirement environment in Canada
• How pension plans work in general
• A historical perspective
• The differences between defined benefit and defined contribution plans, how each works
• The roles of the regulators
• Current issues

Who Should Attend?

• HR professionals seeking a better understanding of pension plans and how to manage them
• Benefits, pension, accounting and compliance managers looking for a general refresher an update on current issues in pensions
• Insurance professionals who need a basic understanding of pensions so they can better understand their clients’ needs

What Would Attendees Walk Away With?

• A basic knowledge of pensions, both in general  and specifically retirement provision in Canada
• An understanding of some of the current issues in pensions
• The confidence to have conversations about pensions.

Pricing

Members: $125
Non Members: $200
Members: we encourage you to share this learning opportunity with your colleagues.

Speaker

Greg Petretta
Associate, Mercer

Greg is an Associate in Mercer’s Wealth line of business in Vancouver, and joined the team in 2013.
He works in the pension and investment spaces providing technical and consulting support to a variety of organizations. In the pension space, he is involved in plan valuations (funding and accounting under various standards) and plan administration. In the investment space, he works on plan governance reviews and plan investment monitoring. Greg holds a Bachelors of Applied Science in Chemical Engineering from the University of British Columbia, an ASA designation from the Society of Actuaries, and an ACIA designation from the Canadian Institute of Actuaries. He is currently working towards his FSA/FCIA designations.