Events

Nov

What Are Retiring Canadians Thinking?November 22, 2011 11:45 AM to 1:00 PMSuite 2010, 1111 West Georgia Street, Vancouver, British Columbia Format: In PersonCPBI Roundtable As the bulk of the baby boom generation starts to move towards retirement, employers are going to be forced to design benefit plans that appeal to this segment of the workforce to retain them (e.g. flexible work schedules, etc). The first annual “Horizons Report” prepared by Rogers Group Financial was conducted with Canadians aged 49 – 64 who expect to retire within the next three to seven years and have investable assets of $500,000 or more. This survey will give you an idea of what employees are thinking as they approach retirement and what is important to them. Speaker: Clay Gillespie, Managing Director, Rogers Group Financial Clay will present on: • Around the Corner: A glimpse at when Canadians expect to retire. • Dreams and Fears: How do Canadians feel about retirement? • Financial Roadmaps: How do Canadians plan to get there? • New Horizons: What will Canadians do in the next chapter of their lives?

Event: ‘Event Full’

Nov

Best Practices in Pension AdministrationNovember 17, 2011 8:00 AM to 12:00 PMDelta Victoria, Ocean Pointe, 45 Songhees Road, Victoria, British Columbia Format: In PersonThis session will review best practices in pension plan administration that help to avoid making pension administration mistakes. This session will focus on aspects of plan administration which are commonly misunderstood and/or overlooked, and which potentially expose the plan sponsor to unintended risk if not handled according to sound business practices. This session will cover the following topics: • Plan governance • Plan design • Member communication • Data governance • Administration of benefits • Legislative/tax compliance • Risk Management Speakers: Aaron Walker Duncan and Colin Hanson, BC Pension Corporation

Oct

Legal UpdateOctober 18, 2011 7:30 AM to 9:00 AMFour Seasons Hotel, Vancouver, British Columbia Format: In PersonThe CPBI Pacific Region invites you to join us for our popular annual Legal Update with guest speaker Murray Campbell from Lawson Lundell. The session will cover a wide range of legal issues that will be useful to you whether pensions or benefits is your area of expertise.

Sep

Port & Chocolate Tasting with Liberty WinesSeptember 29, 2011 7:30 PM to 9:30 PMVancouver Rowing Club, Stanley Park, Vancouver, British Columbia Format: In PersonWe are please to extend an invitation to join in on this delectable way to close out the summer and welcome in the fall. Twist a few arms, rally the troops and come out to meet some of your fellow Pension & Benefits friends while enjoying Port & Chocolate paired with CPBI. The evening will explore new and classic pairings, featuring a wide range of ports with decadent chocolates from local vendors. Don’t pass on this perfect excuse to indulge!

Sep

Retirement from a DC Plan: What’s in store for Joe Canuck?September 20, 2011 7:30 AM to 9:00 AMFour Seasons Hotel, 791 West Georgia Street, Vancouver, British Columbia Format: In PersonIn an ideal world, retirement should be a period of enjoyment and relaxation, not filled with the unnecessary worry of how to pay for much needed medical care or where the next pension cheque will be coming from. But how realistic is this ideal world or is it merely fantasy? Join guest speaker, Neil Lloyd as he will walk us through options available to Canadian employers, and the ‘ins and outs’ of offering benefits for your retiree population. He will focus on how things are changing, in particular looking on the complexities facing retirees from DC plans and RRSPs where their income may be far less secure. He will also discuss some of the products being offered in an effort to address future retirees’ concerns.

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