Innovations in Defined Contribution Plans
February 28, 2024 12:00 PM to 1:00 PMOnline - Saskatchewan Time
Area of Interest:
Pensions, Investments
Format:
Web
An online seminar hosted by CPBI Saskatchewan |
Please join us for an online seminar on February 28, 2024. | As the Canadian pension landscape shifts from defined benefit pension plans to defined contribution plans, we are seeing the challenges facing retirees as they transition from growing their retirement accounts during their working years to converting them to income for retirement. In this session, we will look at the limitations of the current options available to retirees, and then look to the future at new solutions, including Advanced Life Deferred Annuities, Variable Pension Life Annuities, and other innovations designed to better support retirees in securing predictable and affordable income through retirement. |
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Cancellation Policy
Cancellations will be accepted by 12:00 noon the day before the session. Non-attendees or cancellations received after this time will not be reimbursed.
This session will be presented by:  | Kendra Osenton, FIA, ACIA
Principal, DC Consulting
TELUS Health Kendra has over 30 years’ experience of retirement savings programs in Canada and in the UK, working with and managing defined benefit and defined contribution arrangements. Kendra is a Fellow of the Institute of Actuaries and Associate of the Canadian Institute of Actuaries. She has a Bachelor of Science in Mathematics from the University of British Columbia and is also a qualified teacher of Mathematics. Since 2019 Kendra has been the DC Consulting Lead for Western Canada for TELUS Health. Kendra works with her clients to ensure effective oversight of plan management, to improve employee engagement and the membership experience, and to maximize the efficiency of the retirement savings program from the sponsor’s perspective. | | | ATTEND TO LEARN: 1. Recognize the challenges faced by retirees in converting their retirement savings into income and the limitations of traditional options. 2. Explore innovative solutions and emerging trends in the pension industry that aim to address some of the challenges of decumulation. 3. Gain knowledge about specific innovations such as variable payment life annuities (VPLA), retirement dashboards, and robo-advisors. 4. Recognize the importance of collaboration among stakeholders in improving retirement outcomes for DC plan participants. | | |
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| When Wednesday February 28, 2024
12:00 pm - 1:00 pm SK - Presentation
Questions and CE credit quiz to follow | |
Registration Fee CPBI Members: $20
Future Members: $55
Virtual Table of 4: $80/$220
Virtual Table of 6: $100/$275 | | | | | | | | | | Where Online Session Access information will be sent to all registrants one day in advance of the online session. For virtual tables, the names and email addresses of table attendees must be submitted 72 hours prior to the event in order to receive the access information. Please plan to log in 10 minutes prior to the start of the session. This session will be recorded and available to registrants. | | Who Should Attend: HR professionals, plan sponsors, recordkeepers, and advisors/brokers involved with capital accumulation plans. | | | | | | | | | | CE Credit: This session qualifies for 1 Continuing Education credit for the Insurance Council of Saskatchewan (one credit per hour). You will be required to complete a short quiz at the end of the online session to qualify for continuing education credits. | | Questions Krista Frayn
Phone: (888) 788-3185
[email protected] | | | | | | | | | |  | |
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Brokers, advisors, consultants, HR personnel and insurers who are involved with drug benefits for employee plans.