Articles

About Articles The following articles are published by the Pensions & Benefits Law Section of the Ontario Bar Association. Members are encouraged to submit articles. About Articles

Editor: Michelle Rival

Today
Today

Pension Plan for Lawyers and Law Firm Staff

  • December 04, 2018
  • CBIA/Lawyers Financial

In 2015 CBIA/Lawyers Financial, a not-for-profit association governed by and for lawyers, set up a Task Force to develop a predictable, sustainable and cost-efficient pension plan for law firms. That Task Force recommended a plan that will provide lifetime retirement income that will be 30% to 50% greater than the income that can be provided under the typical defined contribution or group RRSP arrangement. The proposed plan is expected to be launched in 2020.

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits - October 2018

  • November 20, 2018
  • Michelle Rival and Evan Shapiro

FSCO draft surplus policies, FSRA proposed fees and assessments, FSCO Form 7 targeted review findings, CAPSA guidance and more...

Pensions and Benefits Law, Student Forum

Automatic Features in DC Pension Plans

  • October 10, 2018
  • Brian Sweigman, Willis Towers Watson

Can automatic features in DC pension plans close the retirement savings gap? In response to the disappointing level of employee participation in retirement savings plans, auto features in plans have gained increasing popularity in the United States, but the approach has not yet caught on as broadly in Canada.

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits - Summer 2018

  • October 03, 2018
  • Evan Shapiro and Michelle Rival

FSCO guidance on contribution holidays and PBGF assessments, revised FSCO guidance on permitted asset transfers, revised FSCO 4.1 waiver of survivor's benefit (LIRA, LIF, LRIF), FSCO's 2017 report on the funding of defined benefit pension plans, draft changes to CAPSA Guideline No. 8 and more...

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits

  • July 04, 2018
  • Evan Shapiro and Michelle Rival

New guidance from FSCO on biennial member statements and SEPP to JSPP conversions, a PRPP member guide from OSFI, and updates from CAPSA...

Trusts and Estates Law, Student Forum

What's New in Pensions & Benefits

  • June 06, 2018
  • Evan Shapiro and Michelle Rival

The 2018 Ontario budget bill passes and funding reform regulations are filed.

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits

  • May 10, 2018
  • Evan Shapiro and Michelle Rival

Final funding regulations for single employer plans, proposed funding rules for target benefit multi-employer pension plans, pay transparency legislation, and proposed changes to certain CPP benefits...

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits

  • April 10, 2018
  • Evan Shapiro and Michelle Rival

The 2018 Ontario Budget, annuity purchase discharge regulations, draft regulations for the payment of variable benefits, and more...

Privacy Law

What's New in Pensions & Benefits

  • March 16, 2018
  • Evan Shapiro and Michelle Rival

FSCO's new targeted review, Quarterly Update, and Pension Assessments, a new case about limitation periods and pension claims, and more...

Pensions and Benefits Law, Student Forum

What's New in Pensions & Benefits

  • February 07, 2018
  • Evan Shapiro and Michelle Rival

Proposed changes to the PBGF, CAPSA Remittance of Contribution Notification Checklist, CAPSA Governance Self-Assessment Questionnaire, and the Court orders 50% of a spousal pre-retirement death benefit be paid to the estate and assigned to an adult dependent child.

Pensions and Benefits Law