Articles

PBGF changes, Member Disclosure, FSCO Guidance on Excess Contributions, Benefit Improvements, and the Meaning of a “Closed Plan”, JSPP Amendments, Proposed FSRA Budget and Priorities and Follow-up on FRSA Consultation on Fees and Assessments, CAPSA Guidelines Released.

Ontario Bill 57, Administrative Penalties Guideline, Draft RPP Newsletter and Federal Consultations on BIA and CCAA Reform

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.

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

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

New rules on wind up annuity purchases and PBGF payments, new and revised guidance from FSCO on SIPPs and ESG factors, and a proposal to exempt PRPPs from the prohibition on age discrimination...

Administrative Monetary Penalties regulations, FSCO policies on missing beneficiaries and waivers of statements for missing former and retired members, FSCO guidance on the recently amended definition of 'spouse', proposed amendments to JSPP funding regulations, and more...

A regulatory proposal on wind up annuity purchases and timing of PBGF payments, employment standards changes, amendments to the rules on broader public sector JSPP mergers, and more...

The new Financial Services Regulatory Authority (FSRA) legislation and the Pension Benefits Act provisions giving the Superintendent authority to require an off-cycle actuarial reports come into force, further changes to the regulations regarding conversions and mergers of SEPPs to JSPPs, a consultation paper from CAPSA on new funding and asset allocation rules under a future multi-jurisdictional agreement, and more...

The 2017 recipient of the OBA Award of Excellence in Pensions and Benefits Law provides some words of wisdom gleaned from her years of experience. This is an excerpt of the speech Elizabeth Brown gave at the award dinner on June 14, 2017.