Canadian Pensions Certificate Program

Date and Time

Starts:09/29/2020 9:30 AM

Ends:10/07/2020 4:00 PM

Event Type: Certificate

21 Hours Hour(s)

Partner's Virtual Platform


HRPA Members:
$1650 + Taxes
$2060 + Taxes
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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 is the course format? 

This certificate program combines live virtual instruction through CPBI Zoom Account 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.

▪          Materials: 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 three (3) 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:

Intro/Welcome – Tuesday September 29th, 2020 (9:30 am – 10:00am)

Module 1 - Tuesday, September 29th, 2020 (10:00 am – 12:00 pm)

Module 2 - Tuesday, September 29th, 2020 (2:00 pm – 4:30 pm)

Module 3 –Thursday, October 1st, 2020 (10:00 am – 12:00 pm)

Module 4 - Thursday, October 1st, 2020 (2:00 pm – 4:30 pm)

Module 5 – Tuesday, October 6th, 2020 (10:00 am – 12:00 pm)

Module 6 -  Tuesday, October 6th, 2020 (2:00 pm – 4:30 pm)

Module 7 – Wednesday, October 7th, 2020 (10:00 am – 12:00 pm)

Module 8 - Wednesday, October 7th, 2020 (2:00 pm – 4:00 pm)

What I will 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

Who should attend?

HR professionals, pension committee members, boards of trustees, c-suite executives.

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:

Governance & Risk Management

  • Overview of government administered pension programs
  • Types of employer sponsored retirement plans
  • Basic principles of plan governance
  • Risk management and best practices in plan governance 

Regulatory Compliance for Plan Sponsors

  • 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

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

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

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

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

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

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

Speaker bio(s)
Natasha Monkman, Partner

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.

Matthew Streeter, Vice President, Defined Contribution & Retirement

Matt Streeter is the Vice President of Defined Contribution & Retirement at Franklin Templeton. In this role Matthew works with pension plan sponsors, consultants, platforms and gatekeepers in optimizing their retirement investment strategy. Mr. Streeter received his bachelor of science in finance and economics from the University of Vermont.

He is a CFA charterholder and brings with him more than 19 years of institutional investment management and banking experience. Mr. Streeter has previously held senior positions at global banks, asset managers and financial technology companies and brings his deep expertise in quantitative product development, investment analysis and pension consulting. Mr. Streeter also brings experience in operations, sales and marketing.

Sukhvinder Dulay, Pension and Benefits lawyer

Sukhvinder Dulay is a pension and benefits lawyer in Hicks Morley’s Toronto office. She assists clients with all aspects of pension and retirement plan administration, including design, governance, and member communications. She also has experience advising on tax issues related to compensation and benefits. Sukhvinder has advised multiple clients on the strategy and implementation of complex plan design changes for both provincially and federally regulated pension plans, including plan mergers and asset transfers. Sukhvinder also regularly assists clients with plan documentation, day-to-day pension plan administration for both defined benefit and defined contribution plans, and governance issues.

Sukhvinder’s advice on pensions, benefits and executive compensation is informed by her background in consulting and work experience in public sector human resources departments. She earned a Bachelor of Commerce and law degree from the University of Toronto and has previously worked at a large consulting firm and the Ontario public service.

Jason Vary, President

Jason Vary, President of Actuarial Solutions Inc., has practiced in defined benefit pension and retiree health plans for over twenty years. He has experience with many plan designs including single-employer, multi-employer, jointly-sponsored, private sector, government, unionized, non-unionized, as well as registered and non-registered executive plans. He also provides clients with independent due diligence services with respect to mergers and acquisitions, and expert independent advice on matters before arbitrators and the courts. Jason is a Fellow of the Canadian Institute of Actuaries and the Society of Actuaries and is also an active volunteer with in the actuarial profession, currently serving on the Board of Directors for Canadian Institute of Actuaries.

Corinne Ah Choon, Investment Consultant, Eckler Ltd.

As a member of the Eckler’s investment consulting practice, Corinne serves as a lead and back-up consultant to clients with both defined contribution (DC) and defined benefit (DB) plans working with them in a variety of areas, ranging from governance, to investments, to record keeper selection and plan design. She also leads DC investment manager research and is a member of Eckler’s Investment Research Working Group. Before joining Eckler, Corinne was responsible for maintaining relationships with private and public plan sponsors, record keepers and consultants for an asset management firm. Prior to that, she spent the first decade of her career focusing on the creation and oversight of a global platform of investment products for a large insurance company, including oversight of their group retirement platform. Corinne graduated from York University with a Bachelor of Business Administration and is currently working towards the Chartered Financial Analyst designation.

Anastasia Soldatos, Principal

Anastasia Soldatos is a pension and benefits lawyer and a Principal at Mercer (Canada) Limited in the Toronto office. Anastasia consults on all aspects of pension plan matters (DB and DC pension plans), including governance, pension plan mergers, pension plan design, ongoing pension plan administration, compliance issues and cross-Canada employee privacy issues. She is in fluent in French and has experience with Quebec pension plan matters. She also consults on capital accumulation plans. Anastasia is an executive member of the Ontario Bar Association, Pension and Benefits Law Section. She holds a Bachelor of Common Law and a Bachelor of Civil Law from McGill University and an MBA from the University of Guelph. Anastasia is a member of the Law Society of Upper Canada, the Canadian Bar Association and the Ontario Bar Association.