Canadian Pensions Certificate Program

Date and Time

Starts:03/28/2022 10:00 AM

Ends:04/06/2022 4:30 PM

Registration Closes:03/25/2022 5:00 PM

Event Type: Certificate Program

21 CPD Hour(s)

Partner's Virtual Platform


HRPA Members:
$1650 + Taxes
$2060 + Taxes
Join HRPA Now


Additional Information

Event Sponsor

Pensions and retirement savings used to be a relatively straightforward area for HR professionals.

Not anymore.

While still a very important element of employee compensation, the landscape of pension and retirement savings has become much more complex.
Longer life expectancies and workplace demographics that often skew toward the more mature end of the spectrum are also complicating factors. And as pension law and regulation continue to evolve, a good understanding of the legal framework, best practices and risk management is critical to successful plan administration.

 In this certificate course, master one of the most important elements of employee compensation and learn how to make your firm's programs as efficient as possible. This is an invaluable opportunity to further your career and enhance your company's effectiveness by becoming an expert in the area of pension and retirement savings.

What will I learn?

After completing the certificate program, participants will have the skills and information required to:

  • Gain an understanding of the legal and regulatory framework that applies to pension and other retirement savings plans.
  • Learn tips on best practices in plan administration and governance.
  • Get strategies to reduce risk and liability in plan administration.
  • Develop an understanding of investment and plan structure principles across different plan types

This program will not be recorded.  This is an intact program in which attendees must attend all of the sessions in order to qualify for the certificate.

What is covered?

During this four-day, eight-module virtual experience designed for HR practitioners, participants will collaborate with peers through instruction, case studies, scenarios and simulations that include:

Module 1 – Key Concepts – DC Plans, DB Terminology, Plan Funding, De-Risking, Actuarial Assumptions

- An overview of the terminology and tax rules
- Actuarial funding and valuations
- Investment rules and regulations
- De-risking options and trends

Module 2 – Key Concepts - Defined Contributions & Retirement Savings Plans

- Overview of plan types and considerations for each
- Defined Contribution plan sponsor best practices
- Global & Canada DC Industry Trends
- Improving Member outcomes

Module 3 – Investment Concepts Explained - for DB & DC Plans

- Investment asset classes & strategies explained
- DB vs. DC plans, from an investment perspective
- Investment fund/manager selection for DB plans
- Investment fund/manager selection for DC plans
- Investment trends and insights

Module 4 – Best Practices in Plan Administration & Communications

- Administration & communications overview
- Best practices for all organization types & size
- Identify common administration pitfalls
- The importance of getting clear and accurate communications
- Communications in a post-COVID world

Module 5 – Plan member’s transition to retirement

- The state of the plan member today
- Helping your members address the retirement gap
- Decumulation product trends and insights
- Improving Member outcomes
- Communications policies and best practices for retiring employees

Module 6 – Technology & Innovation

- Technology's place from a plan sponsor's perspective
- Trends and insights
- Technology practices to enable the modern organizations
- Cyber Security Update & best practices

Module 7 – Governance & Risk Management 

- Types of employer sponsored retirement plans
- Basic principles of plan governance
- Risk management and best practices in plan governance

Module 8 – Regulatory Compliance for Plan Sponsors & Administrators

- An overview of the complex web of legislation applicable to pension plans
- Minimum standards governing member entitlements and compliance
- Common plan administration issues
- The importance of member communications 

Who should attend?

HR professionals/Executives, VPs/Directors/Managers of Human Resources, HR generalists, Pension Committee Members, Boards of Trustees, C-suite Executives. Head of Finance, Finance Managers, Analysts, Pension Specialists, HR Consultants, Business Owners.

What is the course format?

This certificate program combines live virtual instruction with hands-on experiential learning through case studies, scenarios, group work/break out discussions and simulations.

Live Virtual Sessions:

There will be online instructor-led modules, during which practical examples and experiences will be shared.


Participants will be provided with session workbooks to follow along with the content covered in each module and to take notes, as well as additional pre-session and post-session assignments to prepare for the simulations.

Peer Learning and Group Work:

Participants will have the opportunity to learn from each other while answering questions and sharing experiences and observations during the modules, as well as through practical, hands-on exercises and simulations based on real-world labour relations events and processes.

Time Commitment:

This four-day certificate program will be delivered in eight modules. Participants will spend four (4.5) hours each day participating in the virtual sessions and accompanying exercises and simulation activities. Over the duration of the course, participants can expect to spend an additional five (5) hours completing work outside of the daily sessions, either in break out groups with peers or individually preparing for case study debriefs or simulation participation. The in-class virtual modules will be held as follows:

Module 1Monday March 28, 2022 (10:00 am – 12:00 pm EST)

Module 2Monday March 28, 2022 (2:00 pm – 4:30 pm EST)

Module 3Wednesday March 30, 2022 (10:00 am – 12:00 pm EST)

Module 4Wednesday March 30, 2022 (2:00 pm – 4:30 pm EST)

Module 5Monday April 4, 2022 (10:00 am – 12:00 pm EST)

Module 6Monday April 4, 2022 (2:00 pm – 4:30 pm EST)

Module 7Wednesday April 6, 2022 (10:00 am – 12:00 pm EST)

Module 8 - Wednesday April 6, 2022 (2:00 pm – 4:00 pm EST)


HRPA and/or CPBI Members: $1650 + Taxes
Non-Members: $2060 + Taxes

*** CPBI Members can contact CPBI Ontario at to receive the coupon code.

The promo code entitles you to the HRPA Member rate. If you are an HRPA member, you will automatically receive the HRPA Member rate without having to apply the promo code. Registrants are allowed only one discount per registration, equivalent to the HRPA Member rate.


For more information please call: 877 599 1414 or email 

Registration Difficulties/Questions: Please reach out to the Professional Development team at

Cancellation Policy 

Speaker bio(s)
Joseph De Dominicis, Senior Vice President

Joseph leads the retirement solutions business. In addition to his leadership responsibilities, he is focused on providing strategic advice to medium and large organizations on their workforce strategy and HR programs.

Joe has 20 years of experience as a strategic HR consultant with large multinational HR consulting firms in various geographies across Canada, US, South America, and UK across a variety of industries. He has specialized expertise in retirement and savings arrangements including benefit design, governance, risk management, funding, and accounting.

Joe is also actively involved in the industry, having served on the regional and national council of the ACPM. He also worked with the Society of Actuaries building their Canadian office and elevating their brand within Canada.

Joe holds an Honours Bachelor of Science in Commerce and Actuarial Science from the University of Toronto, where he graduated on the Dean’s List. He is a Fellow of the Canadian Institute of Actuaries and a Fellow of the Society of Actuaries.

Jeremy Evanson, VP, Innovation and Strategic Partnerships, Retirement Solutions

Financial wellbeing strategy. Driving solutions for employers and their people for over 20 years. Responsible for product leadership, innovation, solutions architecture, development and delivery for Retirement Solutions in Canada.

Responsible for key Canadian and US client relationships including capital accumulation plans, health & welfare, wellness, defined benefit, total rewards and various consulting mandates. Recognized for helping large and complex organizations achieve optimal, cost effective delivery of their programs.

Allyson Marta, Associate

Allyson Marta practises exclusively in the area of Pensions and Benefits law. Her practice focuses on pensions and benefits in corporate transactions, creditor/debtor agreements, and restructurings and insolvencies. She advises clients in both the public and private sectors with respect to pension plan compliance, governance, investments, and administration. Allyson also assists clients with navigating legal and regulatory matters related to retirement and benefit plans more broadly.

Allyson is active in pensions and benefits industry groups, including as a member of the Association of Canadian Pension Management – Ontario Regional Council and as an executive with the Ontario Bar Association – Pensions and Benefits Law Section.

Prior to joining Fasken, Allyson practiced law with a full-service national firm and was a legal consultant at the Toronto office of one of the leading global human capital and management consulting firms. In those roles, she advised on pension and benefits matters in a broad range of corporate transactions, as wells as administrative, compliance and strategic matters related to pension plans.