Pension Investments

Pension Investments

We provide legal advice to pension plan administrators in relation to all aspects of the investment of pension plan assets, including policy development and compliance with investment rules under pension standards and income tax legislation.   

We are routinely retained by pension plan administrators to negotiate and review investment services agreements with fund managers and investment consultants, and to review annuity policies to ensure that the administrator and pension plan are adequately protected.   We advise on and review pension plan statements of investment policy and procedure for compliance with applicable legislation, as well as issues relating to socially responsible investing (SRI) and environmental, social and governance (ESG) factors.

We have been retained to advise large pension plans on the implementation of outsourced chief investment officer (OCIO) arrangements.   Most recently, our lawyers advised a large employer and pension plan administrator on its engagement of an OCIO to invest a portfolio of defined benefit pension plan, defined contribution and supplemental pension assets totalling over $3 billion.