The 2nd Annual Canadian Workplace Pensions Forum

Registration Opens and Refreshments are Served

Opening Comments from the Chair

Economic Outlook and Pension Plan Trends

• Macro-economic trends in Canada and how they affect your pension plans
  • Bank of Canada rate changes
  • Canadian dollar value
  • Commodity prices
• Sustainability of plans
• Solvency projections

Networking Refreshment Break

Ontario’s Review of the Solvency Funding Framework for Ontario Defined Benefit Pension Plans

• Overview of Ontario’s pension landscape
• Ontario’s consultation paper on possible funding reform options
• Feedback to date and next steps

CPP Expansion: Understanding the Current State of Affairs

• CPP Expansion: Understanding the Current State of Affairs
  • The Changes and the Politics – what it all means
  • What Happens next and the Impact of BC’s delay
  • Implications for Business

Discussion and Q&A

• Designated Q&A time for your questions and comments

Networking Luncheon for Speakers and Delegates

Back to the Future: Remodeled Filing Requirements for SIPPs in Ontario

• Legislative requirements
• Experience with the filing requirements for statements of investment policies and procedures (SIPP) and the related guidance notes.
  • The Superintendent’s and administrators’ experiences and challenges
• All SIPPs
• DC SIPPs
• ESG Factors
  • CAPSA Guidelines and other considerations
  • Form 14 – does it increase your risk?

Case Study: Applying Good Governance to Your Pension Plan

• Building a governance structure
• Living up to highly set governance standards
• Transparent decision-making processes
• How governance standards are applied to the TTC Pension Fund

Networking Refreshment Break

Plan Funding: Best Practices for a Sustainably Managed Pension Plan

• Decision-making that considers all stakeholders
• Proactive funding management to anticipate threats
• Establishing a roadmap for sustainability
• Asset pooling to establish economies of scale
• Risk Sharing in DBs and DCs

Panel: Future of Pension Plans

• Discuss long-term industry predictions
• Evaluate regulatory uncertainty
• Consider retirees’ point of view
• Future-proof your pension plan

Conference Adjourns

Refreshments are Served

Opening Comments from the Chair

Effective Communication Strategies

Legal Obligations and Beyond

• Frequency of communication
• Reestablishing contact with inactive members
• Maintaining fiduciary duty

Case Study: OPTrust – Communicating with Members in the 21st Century

• Shift members to different channels of communication
• Transition to delivering information through online and digital
• Determine which channel is best suited depending on subject matter and circumstances
• Examine the tools at your disposal to realize your communication strategies
• Incorporate the member’s voice and understand the risks
• Tried and tested strategies to take-away

Networking Refreshment Break

Case Study: HOOPP – Building a Pension Ambassador Program

• Learn how HOOPP is raising awareness about the value of DB pension plans through Ambassadors.
• HOOPP’s Ambassadors help dispel myths about DB pensions and explain why it’s important for all Ontarians to have access to a secure retirement.
• Understand why HOOPP’s Ambassador Program has become one of its most effective grassroots communications vehicles and how Ambassadors can be mobilized in a time of crisis

Market Leadership: UK’s Insights from over $180 Bn in Transferred Liabilities

• Update on recent trends in the derisking market
• Impact of regulation and reinsurance on the UK pension risk transfer market
• Managing longevity risk
• Trends in the Global derisking journey

Case Law Update: Assessing the Trend of Rulings in Members’ or Administrators’ Interests

• Assess recent cases to determine general trend: are members and their representatives prevailing or are sponsors and administrators prevailing?
• Analyze US and UK cases for additional guidance
• Lessons for plan administrators, sponsors and trustees from the specific cases and the general trend

Conference Concludes