Sidebar: Moving Beyond the Pandemic: Pension and Benefit Highlights from the 2022 Federal Budget
April 13, 2022
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PDF
CPBI’s Canadian Pension Certificate Program - Spring 2022
March 28, 2022
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Link
Pension Plan Wind-ups: Key Considerations for Success
Ontario Bar Association, Pensions & Benefits Law Program Presentation, March 24, 2022
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Link
Sidebar: Everyone makes (DC contribution) mistakes. Soon it will be easier to fix them.
March 10, 2022
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PDF
CPBI’s Canadian Pension Certificate Program - Fall 2021
October 27, 2021
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Link
A Look at the 2020 Agreement for Multi-Jurisdictional Pension Plans - Benefits Canada
October 16, 2020
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Sidebar: Temporary DB Plan Funding Relief Introduced in Ontario
September 23, 2020
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PDF
Sidebar: COVID-19: Cross-Canada Updates for Pension Plan Administrators
September 8, 2020
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Sidebar: COVID-19: Cross-Canada Pension Updates for Employers
August 4, 2020
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PDF
Sidebar: A New Agreement Respecting Multi-Jurisdictional Pension Plans is in Force
July 20, 2020
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PDF
Pensions Law in Unprecedented Times: COVID-19-related relief for pension plan sponsors and administrators
Ontario Bar Association and Canadian Bar Association, Pensions & Benefits Law Program Presentation, April 24, 2020
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Link
Sidebar: Helpful Changes are on the Horizon: Ontario Pension Reform Update
December 2, 2019
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PDF
Legal Update November 2019
Desjardins Insurance Continuing Education Day, Ottawa, November 11, 2019
Sidebar: The Wildman Case - U.S. Court Provides Practical Guidance On Fulfilling Pension Fiduciary Duties
September 16, 2019
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PDF
Sidebar: 2019 Funding Regulations Refine Ontario’s Defined Benefit Pension Plan Funding Rules
June 3, 2019
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PDF
Sidebar: Pension and Benefit Highlights from Ontario's Budget 2019
April 15, 2019
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PDF
“Dayco Twenty-Five Years On and Its Impact on Retiree Benefits”
Ontario Bar Association and Canadian Bar Association, Pension and Benefits Law with Labour and Employment Law Sections Joint Presentation, March 26, 2019
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Sidebar: Investing in the Middle Class, Budget 2019 Pension, Benefit and Executive Compensation Highlights
March 21, 2019
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“Terminating Benefits at Age 65 is Unconstitutional, Says Human Rights Tribunal”
Canadian Bar Association, Pension and Benefits Law Section, February 4, 2019
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Link
Sidebar: Employer Benefit Plans to Resume Responsibility for Dependent Children Rx Coverage on March 1, 2019
January 21, 2019
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PDF
CPBI Ontario Signature Series: Pension Investment Forecast
Canadian Pension and Benefits Institute, January 7, 2019
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Link
“Pensions and the Bargaining Table: Consolidation, Conversion and Communication”
2018 Lancaster House Pensions Conference, November 28 – 29, 2018
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Sidebar: Federal Consultation on Enhancing Retirement Security for Canadians
November 28, 2018
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PDF
“Pensions & Benefits - 2018 Legal Update”
Canadian Pension and Benefits Institute, Ottawa, November 21, 2018
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Sidebar: Ontario Government Supports Efficiencies in Pension Sector
November 19, 2018
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PDF
Legal Update November 2018
Desjardins Insurance Continuing Education Day, November 12, 2018
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“Stelco Learnings”
Northwinds Pension Invitational, November 9, 2018
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“Consolidation of the University Sector Pension Plans in Ontario – A Case Study”
Northwind Professional Institute, November 7–9, 2018
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16th Annual Pensions and Benefits Hot Spots, Ontario Bar Association.
Jason Paquette was the co-chair of the session. Terra Klinck spoke on the topic of Annuity Discharge Rules. October 15, 2018
Link
Sidebar: Ontario Pension Benefits Act Amended to Provide a Discharge for Buy-out Annuity Purchases Effective July 1, 2018
June 20, 2018
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PDF
"Pensions 101 for Employment Lawyers"
Waterloo Region Law Association, June 15, 2018
Supplementary Pension Plans
CBA/ABA/IPEBLA Global Pension and Employee Benefits Lawyers Conference, June 10-12, 2018
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PDF
Marijuana in the Workplace
CBA/ABA/IPEBLA Global Pension and Employee Benefits Lawyers Conference, June 10-12, 2018
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PDF
“Reshaping Governance: Legal Implications and Lessons Learned”
International Foundation of Employee Benefit Plans – Canadian Legal and Legislative Update, May 16–17, 2018
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Sidebar: Reduced Solvency Funding and PfADs Change the Ontario DB Funding Landscape
April 24, 2018
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PDF
Family Matters – Challenges for Today’s Plan Administrator
Canadian Pension & Benefits Institute Ontario Pension Signature Series, April 19, 2018
Link
Sidebar: Pension and Benefit Highlights of the 2018 Ontario Budget
March 29, 2018
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PDF
Globalization of Annuity Markets - The Canadian and US Markets
The 16th Annual Bulk Annuities Conference, April 25-26, 2018
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Alberta Court Holds Provincial Pension Plan Administrator Liable for Negligent Misrepresentation
Canadian Bar Association Newsletter, February 22, 2018
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Sidebar: Missing Members, Present Obligations
January 15, 2018
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PDF
Cross Border Pension Governance Audits
American Bar Association-Canadian Bar Association Joint Committee on Employee Benefits Webinar, December 14, 2017
Link
Pension Plan Governance: Cybersecurity Governance and Member Communications
Ontario Bar Association, November 28, 2017
Link
A Pensioners' Bill of Rights? Examining the role of plan members in pension governance
Lancaster House, Toronto Pensions Conference, Panelist, November 28, 2017
Sidebar: Welcome Amendments to the Ontario Pension Benefits Act Contained in Stronger, Fairer Ontario Act (Budget Measures), 2017
November 21, 2017
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PDF
Advancing Retirement Readiness for Canadians
Panel at the Franklin Templeton Investments 2017 Retirement Innovation Summit, November 8, 2017
Link
Legal Aspects of Benefit Plan Design and Administration
Desjardins Insurance Continuing Education Day, November 1, 2017
PDF
Sidebar: AMPed up Pension Enforcement Coming to Ontario
October 5, 2017
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PDF
“Hot Topics, Current Trends and Big Ideas”
Panel at the CBA National Insolvency Conference, September 14-15, 2017
PDF
“Women in the Workplace”
Queen's Female Leadership in Politics Conference, Kingston, ON (January 14, 2017)
“Benefit Plans: Current Legal Issues Facing Canadian Employers”
Desjardins General Insurance Group Conference (November 2, 2016)
“Résumé jurisprudential: General Motors of Canada Limited v. Ontario (Superintendent Financial Services), 2015 ONFST 39"
Canadian Bar Association E-News, Co-author (August 17, 2016)
“Considerations when Purchasing Annuities”
The Savvy Pension Lawyer: Show Me the Money! Issues and Practical Considerations in Pension Finance – Ontario Bar Association, Co- presenter (May 2016)
“Common Pension Plan Compliance Issues”
Ontario Bar Association’s Institute, Govern Yourself Accordingly: The Latest Developments in Pension Plan Governance (February 2, 2016)
“Ontario Retirement Pension Plan Update & Next Steps for Ontario Employers”
PIAC Communiqué, Volume 25, Number 2 (Spring 2016)
“ESG: Coming Soon to a SIP&P Near You”
CPBI Ontario Regional Conference (October 28, 2015)
“Pension Loss during the Notice Period – The statutory and common law frameworks for pursuing pension loss”
County of Carleton Law Association Six Minute Employment Lawyer, Ottawa (October 1, 2015)
“Discrimination Issues & Benefits”
15th International IPEBLA Conference, Brussels (May 17-20, 2015)
“Tribunal upholds decision to refuse registration of pension plan amendment”
Canadian Bar Association E-News, Co-authored with Terra L. Klinck (March 2015)
“E-Pensions 101: Advising Plan Administrators on Member Communication”
Ontario Bar Association’s Institute 2015, Advance Strategic Planning: Providing Pension & Benefits Advice in 2015 (February 5, 2015)
“Skin in the Game (How to Design an Incentive Compensation Program and Avoid a Lawsuit)”
Benefits Canada 48 (December 2014)
“NCR Canada Ltd. v. International Brotherhood of Electrical Workers, Local 213”
Canadian Bar Association E-News, Co-author (November 2014)
“The Post-Indalex Era – What the Insolvency Practitioner Needs to Know”
Canadian Bar Association 10th Annual Pan-Canadian Insolvency and Restructuring Law Conference, Quebec (October 23-24, 2014)
12th Taxation of Executive Compensation and Retirement Course
Co-Chair, Federated Press (September 16, 2014)
“The Future of Workplace Pensions”
Benefits Canada Newsletter, Co-author (August 6, 2014)
Benefits Without Borders, Global Pension and Employee Benefits Lawyers Conference
Global Pension and Employee Benefits Lawyers Conference, Chicago, Co-Chair (June 24, 2014)
“Focus on Canada’s Retirement Income System”
Canadian Bar Association/American Bar Association – Benefits Without Borders – Global Pension and Employee Benefits Lawyers Conference (June 24, 2014)
“Pension Law in Canada: Where Has It Been, And Where Is It Headed?”
Centre for Law in the Contemporary Workplace, Toronto (May 23, 2014)
“A Roadmap from DB to DC Pension Benefits: How to Avoid the Legal Road Bumps”
CPBI National Webinar Series (December 5, 2013)
“Ontario Court Finds GM Benefits Plan Language Did Not Allow Reduction of Benefits After Non-Executives’ Retirement”
American Bar Association International Labor and Employment Law Committee Newsletter (August 2013)
“Diary of a Pension & Benefits Practitioner”
CPBI Ottawa Chapter Spring Seminar, Ottawa (April 16, 2013)
“Pensions without Borders”
OBA Institute 2013 Pension & Benefits Law Program, Co-Chair (February 7, 2013)
“Public Pensions”
Canadian Encyclopedic Digest (2012-2015)
“Defined Contribution Plan Issues – Lessons from the U.S. Experience”
2011 CPBI Ontario Regional Conference, Ottawa (October 19-21, 2011)
“Key issues involving health spending accounts, eligibility restrictions, insurance carrier changes, adjustable drug formularies and arbitration of benefit claims”
Lancaster House Audio Conference: Insured Benefits (May 19, 2011 )
“The Family Law Amendment Act and Plan Administration Challenges”
OBA Institute 2011 – Pensions and Benefits: Navigating Through a Sea of Change, Toronto (February 3, 2011)
“Liability and the Fiduciary”
17th Essential Skills for Pension Committee Members, Federated Press (November 2010)
