CPBI Ontario Signature Series

Session description

Organizations in Canada are continuing to face the implications of an aging workforce and a growing group of retirees.

Our first panel will focus on retiree benefits. With escalating costs and changing priorities, maintaining and implementing retiree benefits has become significantly more difficult and less common. What solutions are available for these employees and how can employers help these employees in a cost-effective way?

Our second panel will focus on the challenges faced by pension plan administrators and sponsors in communicating with an aging workforce. What are the legal considerations and issues that pension plan administrators and sponsors should be aware of? What obligations do plan sponsors and administrators have when it comes to ensuring that their employees are aware of and understand about their own retirement program? Financial literacy is a key ongoing issue as employees head towards retirement.

Please join us on April 9th from 7:30 to 10 a.m. for two moderated panels focusing on retirees and employees nearing retirement. This is a valuable and important discussion to be had.

SPEAKERS:

Rachel Arbour 
Assistant Vice President, Plan Services at HOOPP 

 Rachel Arbour is the Assistant Vice President, Plan Services at the Healthcare of Ontario Pension Plan (HOOPP).  As part of HOOPP’s Plan Operations Division, the Plan Services group is focused on plan benefit design, policy and compliance. Prior to joining HOOPP, Rachel was a lawyer in the pension, benefits and executive compensation group at Hicks Morley LLP, where she provided an array of assistance to both private and public sector employers, including advising on plan design, plan communications, corporate transactions, and pension & benefit litigation.  

Janice Holman, 
Principal, CFA, CFP at Eckler

Janice leads the defined contribution and financial wellness consulting group at Eckler and is a Principal of the firm. 

She began her career in investments over 20 years ago as a fixed income analyst, then worked directly with members as an education and communications manager. She also spent several years with two leading insurance companies as an investment executive.
Janice works with some of the largest Canadian organizations and is committed to the CAP industry. She regularly contributes to industry publications and is a frequent speaker at industry conferences. She graduated from Bishop’s University with a Bachelor of Business Administration and holds the Chartered Financial Analyst designation (1999) and the Certified Financial Planner designation (2010).ersity with a Bachelor of Business Administration and holds the Chartered Financial Analyst designation (1999) and the Certified Financial Planner designation (2010).

Sherry Shaw 
Vice President- Benefits & Health at Accompass

Sherry takes the time to get to know her clients’ needs, allowing her to provide strategic advice specific to the employer to really help them with all of their benefits needs. Sherry joined Accompass in 2019 bringing 26 years of experience in the group benefits industry working primarily on large groups in both the private and public sector at one of Canada’s largest consulting firms.

Hatem Belhi 
Director Pension, Payroll & Employee Benefits, 
City of Toronto 

A past CPBI speaker, member and Convention Committee member, Hatem is a Transformational Change Leader with over 17 years of management and leadership experience in the private and public sectors;  Hatem has more than 15 years' experience in the delivery of HR, Payroll, Pensions and Benefits services. Hatem spent five years at Manulife Financial Group Benefits leading the Manulife Benefits Administration Outsourcing line of business, Admin Advantage. Hatem was also involved in projects related to Retiree Benefits. After spending six years with Ontario Public Service, Hatem is currently the Director of Pensions, Payroll and Employee Benefits at the City of Toronto where he is responsible for the Employee Benefits Policy and Administration, Payroll and pensions (OMERS and Four Pre-OMERS Pension plans). 

Holly Reid,

Partner at Blakes LLP

Holly has over 15 years of experience as a specialist in employment law. Holly regularly advises private and publicly listed companies on matters of significant legal and reputational importance, including the negotiation of executive contracts, transitions within executive leadership teams, class action and other risks relating to changes to compensation and benefit plans, and incidents of sexual harassment, workplace violence and bullying. Holly provides advice on complex accommodation requests and disputes and has a particular expertise in accessibility law. Holly takes a leadership role in coordinating employment law advice among employment lawyers in various Canadian jurisdictions. Holly regularly represents employers in wrongful dismissal actions and human rights applications. A significant portion of Holly’s practice is devoted to advising on the employment and labour aspects of complex corporate transactions. Holly also advises on post-closing human resources integration matters.

Shawn Kauth

Assistant Vice President, CSC Strategic Initiatives at Sun Life Financial

Shawn Kauth is responsible for driving engagement strategies for terminating and retiring group plan members across their savings, income and insurance needs using traditional and digital techniques at Sun Life Financial. Shawn earned an M.B.A. from Wilfrid Laurier University, is a “retired” project management professional (PMP) and has guest-lectured on topics relating to strategic planning, mergers and acquisitions, and retirement solutions. Shawn joined Sun Life in 2001 and has spent the past 18 years of his career in a variety of roles including retail and group product development, retirement solutions, strategic planning, and mergers and acquisitions

MODERATOR:

Natasha Monkman, 
Partner at Hicks Morley’s Group

Natasha Monkman is a partner in Hicks Morley’s Pension Benefits and Executive Compensation practice group. She regularly advises private and public sector employers on a variety of plan administration, compliance and governance matters relating to their employee benefit plans and pension plans, including with respect to the administration of marriage breakdown and death benefit entitlements. She also regularly advises employers under going significant transactions and with respect to pension plan funding issues.

Certificates confirming education hours will be applied for at The Institute. You need to sign the attendance sheet at the registration table.

Remember:
If you are a CEBS graduate, this CPBI Seminar complies with CEBS CPE policy guidelines.
You may be interested to report the content of the present CPBI professional development activity and apply for CPE credit.

>>Check CPE policy guidelines HERE<<