Retirement Plans 201 – Beyond the Basics

Retirement Plans 201 – Beyond the Basics

March 20, 2025 8:00 AM to 11:45 AMFairmont Palliser, Calgary, Alberta
Area of Interest: Pensions, 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.

Cancellation Policy

In this session, you will learn from several industry experts about:

  • DC Plan Design & Investments

  • DB Plan Design & Funding

  • SERP's 

  • Member Communication

  • Trends & On the Horizon


Who should attend:

  • Human resources generalists
  • Executives of small to mid-size organizations who oversee benefits
  • Benefits staff
  • Insurance brokers and financial planners
  • Payroll administrators

 

 

When

Thursday, March 20, 2025
Registration & Breakfast 8:00 a.m. to 8:30 a.m.
Presentations: 8:30 a.m. to 11:45 a.m.            

 

Registration Fee

CPBI Members: $105                      
Future Members: $185
Sponsorship: 5 credits
Table of 8: $1080                            

GST #106865330 RT0007

 
     
 

Where

Fairmont Palliser - Oak Room
133 9 Ave SW, Calgary, AB T2P 2M3

 

Who 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, Saskatchewan and Manitoba Insurance Councils.

AIC credits pending.

 

Questions

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

 

                 

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