The Pulse on Pensions: What Practitioners Need to Know in 2024

The Pulse on Pensions: What Practitioners Need to Know in 2024

March 7, 2024 2:45 PM to 6:00 PMTerminal City Club, Vancouver, British Columbia
Area of Interest: Pensions, Investments, Networking Format: In Person

An in-person presentation hosted by CPBI Pacific Region

This session will cover legal, legislative and regulatory updates including:

  • A discussion of recent pension law cases,
  • The federal Pension Protection Act and what it means for employers with DB plans,
  • CAPSA’s draft Risk Management Guideline and how administrators can prepare for its release.
Cancellation Policy
    
 
MODERATOR

Murray Campbell
Partner, Lawson Lundell LLP

Murray is the head of Western Canada's largest and most experienced Pensions and Benefits Law Group. He has practiced exclusively in the pension and benefits area since 1994. His clients are boards of trustees and other sponsors of pension and benefit plans in the public and private sectors in British Columbia, Saskatchewan and Manitoba. He has significant experience advising clients with respect to the reorganization and modernization of their pension and benefit plans, as well as their governing documents. He assisted with the introduction of joint trusteeship to pension plans in the British Columbia, Saskatchewan and Manitoba public sectors, and currently acts for more than a dozen joint boards of trustees of public sector pension and benefit plans. Recently, he has been assisting his benefit plan clients transition to the employee life and health trust rules. He has also been assisting his pension clients address the new rules for SMEPs brought in by Bill C-30. While Murray is a solicitor, he regularly provides strategic direction and technical support in pension and benefit litigation matters.

   
 
PANELIST

Kenneth Burns
Partner, Lawson Lundell LLP

Ken practices exclusively in the firm’s pensions and employee benefits law practice group. He advises pension and benefit plan sponsors on a range of legal and regulatory issues affecting their plans. He advises on pension plan governance and compliance monitoring projects, regulatory applications and the handling of pension disputes. He works with managers in the drafting and maintenance of pension documents, including plan texts, trust agreements, governance policies, investment policies, funding policies, plan assessments, as well as investment manager and other service provider contracts. Ken is frequently involved in assisting parties in mergers and acquisitions on the pension and benefits issues arising in the course of planning and executing their transactions.

   
 
PANELIST 

Meghan Popp
Partner, Lawson Lundell LLP

Meghan is a partner in the firm’s Pension and Employee Benefits Group. She acts for boards of trustees and other sponsors of pension and benefit plans in the private and public sectors in British Columbia, Saskatchewan and Alberta. Meghan works with both single employer plans and trusteed multi[1]employer plans across a wide range of industries, providing advice in respect of the legal and regulatory issues that impact these plans. She advises on issues that arise in the day to day administration of plans, as well as assisting with larger projects such as plan mergers and reorganizations. She prepares and amends plan texts, trust agreements, policies and governance materials. She also negotiates a variety a plan-related contracts, including fiduciary liability insurance policies, custodian agreements, confidentiality agreements, investment management agreements and letters of credit. She regularly works with the Financial Institutions Commission of B.C. and other regulatory agencies through her practice.

   
  
PANELIST 

Jessica Kim
Associate, Lawson Lundell LLP

Jessica is an associate in the Pension and Employee Benefits Group of Lawson Lundell. She works with the group to advise plan sponsors, boards of trustees and plan administrators in Western and Northern Canada on pensions and employee benefits matters. Jessica assists in amending plan texts and supporting plan documents, preparing legal opinions on the application of governing law, and providing support for pension litigation matters. Jessica started with Lawson Lundell as a summer student in 2020 and joined the firm as an associate following the completion of her articles in 2022. Prior to joining the firm, Jessica received her J.D. from the University of Toronto where she worked at a legal clinic and volunteered with Pro Bono Students Canada and the International Human Rights Program.

 
 
 

When

Thursday March 7, 2024
2:45 pm - 3:00 pm PT Registration  
3:00 pm - 4:30 pm PT Panel Discussion
4:30 pm - 6:00 pm PT Social

 

Registration Fee

EARLY BIRD RATE:
Members: $59
Non-Members: $89
Members Table of 8: $419
Non-Members Table of 8: $629
Sponsorship Credits: 3


REGULAR RATE:
Members: $79
Non-Members: $119
Members Table of 8: $549
Non-Members Table of 8: $829

*Early bird ends February 7, 2024

Where

Terminal City Club
837 W Hastings St,
Vancouver, BC V6C 1B6

Who Should Attend:

Pension plan administrators; lawyers, actuaries and investment consultants working with plan administrators

CE Credit

Certificates of Attendance confirming education hours will be offered, with which attendees may seek corresponding accreditation via their preferred regulatory body.

Questions

Krista Frayn
Phone: (888) 788-3185
[email protected]

 



Kim Duxbury

By continuing to use this website, you are agreeing to our use of cookies.