CPBI Ontario Signature Series: Pension Investment Forecast
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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PDF
“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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Ontario Bar Association Annual Pensions and Benefits Hot Spots. Jason Paquette is the co-chair of the session. Terra Klinck will be speaking 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
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
Plan Governance: Cybersecurity Governance and Member Communication
Ontario Bar Association, Panelist (November 28, 2017)
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
PDF
“Hot Topics, Current Trends and Big Ideas”
panel at the CBA National Insolvency Conference (September 14-15, 2017)
PDF
“Women in the Workplace”
Queens 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)
