The Savvy Pension Lawyer: Show Me the Money! Issues and Practical Considerations in Pension Finance

  • May 26, 2016


Publication Only | Archived Video + e-Materials


Pension lawyers must be familiar with multiple aspects of the operation of pension plans, not just the legal principles. Your clients look to you for solutions when dealing with a wide array of pension related matters, including payroll reporting, actuarial valuations, investment strategies, and risk mitigation strategies such as the purchase of annuities.

OBA's third annual The Savvy Pension Lawyer will help you unravel the mystery behind the numbers. Prominent experts in the field of pension and benefits law, investments and actuarial services will provide you with the knowledge you need to fully understand the 'bigger picture' and properly advise your clients. Newly updated, this program is a must attend for any pension lawyer!


Rachel Arbour, HOOPP
Lindsay McLeod, Blake, Cassels & Graydon LLP


Pension Adjustment or Pension Anxious? Semi-simplifying the PA Puzzle
James Denovan, OMERS Administration Corporation
Gareth Gibbins, OMERS Administration Corporation

The Savvy Pension Lawyer - Actuarial Principles
Scott Cushing, FSA, FCIA, Mercer Canada

Sample Funding Report: Retirement Plan For The Employees ABC Company
Mercer (Canada) Limited

Sample Accounting Disclosure Report: Retirement Plan For The Employees of ABC Company - Defined Benefit Provisions
Mercer (Canada) Limited

The Savvy Pension Lawyer - Investment Strategies: Alts and Defaults
Ken Choi, Willis Towers Watson

The Savvy Pension Lawyer - Investment Strategies
Jeffrey Sommers, Blake, Cassels & Graydon LLP

Considerations When Purchasing Annuities
Hugh Kerr, Sun Life Financial

The Savvy Pension Lawyer - Investment Strategies
Terra Klinck, Hicks Morley Hamilton Stewart Storrie LLP