Six Months In: A Review of the CAP Guideline Changes

Six Months In: A Review of the CAP Guideline Changes

March 13, 2025 12:00 PM to 1:00 PMOnline Pacific Time
Area of Interest: Pensions Format: Web

An online seminar hosted by CPBI Pacific

Six months have passed since the Canadian Association of Pension Supervisory Authorities (CAPSA) released its revised Guideline No. 3 for Capital Accumulation Plans (CAPs) and the new Guideline No. 10 for Risk Management. In this follow-up session, our panel of experts will provide a comprehensive review of how pension plan sponsors and service providers are adapting to the changes. Join our expert panel as they discuss key trends, challenges, and best practices that have emerged in the six months following the release of these important guidelines. This session will also explore the evolving regulatory landscape and offer practical insights on compliance and risk management moving forward. Don’t miss this opportunity to gain a deeper understanding of how to navigate the CAP guidelines in practice and stay ahead of regulatory developments.

Cancellation Policy


SPEAKERS

  


PANELIST 

Phillip Haggstrom
Acting Manager, Pensions
BC Financial Services Authority



  

PANELIST

Marc-Antoine Morin, FSA, FCIA, MBA
Head of Canada Retirement Member Engagement and Retention
Manulife


  

PANELIST 

Stephen Bromley, ASA, ACIA 
Senior Consultant, Group Retirement Practice
HUB International Insurance Brokers


   

PANEL MODERATOR

Michael Wolpert
Partner
Fasken


  


 

When

Thursday March 13, 2025
12:00 pm - 1:00 pm PT - Education session
Certificate of Attendance quiz to follow


Where

Access information will be sent to all registrants one day in advance of the online session.  Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants. 

  

Registration Fee

Members: $25
Non-Members: $75
Sponsors: 1 credit 

 
     
 

CE Credit

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

 

Who Should Attend:


 
     
 


 

Questions

Krista Frayn
Phone: (403) 888-3185
[email protected]

 
     

  


Kim Duxbury

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